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INVESTORPLAN PTY LTD
AFSL 515947 · ABN 78119899642 · GORDON, NSW · Licensed since 2019
IndependentSingle State
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2
Advisers
23.5 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. 50%
% of current advisers holding each professional membership
States: NSW
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