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PORTFOLIO PLANNERS PTY LTD
AFSL 339044 · ABN 19007350147 · BRIGHTON, VIC · Licensed since 2009
IndependentSingle State
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1
Advisers
37 yrs
Avg. adviser experience
1
States
0%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
% of current advisers holding each professional membership
States: VIC
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