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STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
AFSL 308725 · ABN 32121903651 · BUNBURY, WA · Licensed since 2007
Corporate GroupSingle State
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2
Advisers
9 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 50%SMSF Assoc. 100%
% of current advisers holding each professional membership
States: WA
Corporate group: CK Luteca Pty Ltd ATF Toledo Rodrigues Family Trust
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