Lucy Summers Financial Planner Report

Name:
Lucy Mary Summers

Rep Number:
001003519

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2008-09-01 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
University of the West of England
Bachelor of Arts (Honours) Economics and Politics
Kaplan
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)