JOHN CITIZEN

Status: Current
Adviser Since: 2002 (16 years)

JOHN CITIZEN FINANCIAL PLANNING LIMITED

August 2006 - current (12 years)

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Areas of Advice

  • Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks & Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Standard Margin Lending Facilities

Qualifications & Training

  • Diploma of Financial Planning - Financial Planning Association of Australia (FPA)

Memberships

  • CFP - Certified Financial Planner (FPA)

Restrictions

  • One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.