Richard Utz Financial Planner Report

Name:
Richard Gordon Utz

Rep Number:
001004607

Status:
Current

First Advice:
1962

Disciplinary action:
No action

Most Recent Role:
2003-12-15 onwards

Licensee
Name:

Number:
000237121

ABN:
86 002 733 048

Controlled By:

Appointed By
Name:
Ord Minnett Limited

Licence Number:
000237121

ABN:
86 002 733 048

May advise on following product areas:
Derivatives
Managed Investment Schemes, including IDPS
Securities
Superannuation

Qualifications
CPA
Certified Practising Accountant
Institute of Chartered Accountants in Australia
Fellow of Institute of Chartered Accountants

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Stockbrokers Association of Australia