Bernard Ervin Financial Planner Report

Name:
Bernard Martin Ervin

Rep Number:
001001806

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-08-15 onwards

Licensee
Name:

Number:
000240559

ABN:
90 094 287 037

Controlled By:

Appointed By
Name:
Financial Index Australia Pty Ltd

Licence Number:
000240559

ABN:
90 094 287 037

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)