Nicholas Perrett Financial Planner Report

Name:
Nicholas Perrett

Rep Number:
001008177

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-05-11 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Deakin University
Bachelor of Commerce (Finance, Financial Planning, Marketing)
AAMC
Cert IV Mortgage Broking / Finance
Chartered Accountants Australia & NZ (formerly ICAA)
Chartered Accountant
AAMC
Diploma Financial Services (Financial Planning)

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)