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FINANCIAL PLANNING EXPERT PTY LTD
AFSL 402042 · ABN 149051525 · MOUNT ELIZA, VIC · Licensed since 2011
IndependentSingle State
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1
Advisers
22 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 100%SMSF Assoc. 100%
% of current advisers holding each professional membership
States: VIC
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