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ASSETPLAN FINANCIAL SERVICES PTY LTD
AFSL 229613 · ABN 80092195572 · MELBOURNE, VIC · Licensed since 2003
Corporate GroupSingle State
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4
Advisers
20 yrs
Avg. adviser experience
1
States
0%
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 75%CPA 25%CA ANZ 25%AIOFP 25%
% of current advisers holding each professional membership
States: VIC
Corporate group: TOLAN PTY. LTD.
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