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CRUZ FINANCIAL PLANNING PTY LTD
AFSL 532193 · ABN 81618516135 · BURLEIGH HEADS, QLD · Licensed since 2022
Corporate GroupSingle State
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3
Advisers
5.3 yrs
Avg. adviser experience
1
States
0%
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
% of current advisers holding each professional membership
States: QLD
Corporate group: JLP WEALTH PTY LTD
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