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INVESTPLAN PTY LTD
AFSL 518743 · ABN 39635196735 · BLACK FOREST, SA · Licensed since 2020
IndependentSingle State
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5
Advisers
14 yrs
Avg. adviser experience
1
States
20%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
None of the key differentiators
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 60%
% of current advisers holding each professional membership
States: SA
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