Roger Perrett Financial Planner Report

Name:
Roger John Perrett

Rep Number:
001002667

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-02-09 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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

Qualifications
Kaplan Professional Education
ASX Accrediated Derivatives Adviser Level One
Kaplan Professional Education
Advanced Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)