JOHN CITIZEN FINANCIAL PLANNING LIMITEDAugust 2006 - current (12 years)
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Areas of Advice
- Non-basic Deposit Products
- Government Debentures, Stocks & Bonds
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Standard Margin Lending Facilities
Qualifications & Training
- Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
- CFP - Certified Financial Planner (FPA)
- One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.