Rita Leong Financial Planner Report

Name:
Rita Leong

Rep Number:
001004948

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2015-02-23 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
Foreign Exchange Contracts
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
Advanced Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)