Joshua Pennell – Financial Adviser

Adviser identifying number: 305034
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: OZPLAN FINANCIAL SERVICES PTY LTD
Licence number: 221235
Licensee’s ABN: 35005391202
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OZPLAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 221235
Authorised Representative’s ABN: 35005391202

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Economics & Finance – RMIT University
• Certified Financial Planner Program – FINSIA
• Margin Lending & Geared Investments – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Joshua Pennell is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility