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OZPLAN FINANCIAL SERVICES PTY LTD
AFSL 221235 · ABN 35005391202 · BENTLEIGH, VIC · Licensed since 2002
IndependentSingle State
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12
Advisers
16 yrs
Avg. adviser experience
1
States
8%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 67%CPA 8%CA ANZ 8%
% of current advisers holding each professional membership
States: VIC
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