Michael Ibbotson Financial Planner Report

Name:
Michael Ibbotson

Rep Number:
001006511

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000244565

ABN:
54 007 375 420

Appointed By
Name:
Security National Financial Services Pty. Ltd.

Licence Number:
000244565

ABN:
54 007 375 420

May advise on following product areas:
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
ASX
ASX Listed Securities Adviser
RMIT
Bachelor of Business Financial Planning
Kaplan
Certficate Vi in Property Services
Kaplan
Certificate VI in Finance Broking

Memberships
FBAA
Financial Planning Association of Australia (FPA)