Alison Foenander – Financial Adviser
Adviser identifying number: 423975
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 29/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 230689
Authorised Representative’s ABN: 28056426932
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 Degree – Business – RMIT
- Graduate Diploma – Finance and Investment Financial Planning – Securities Institute of Australia
- Masters Degree – Laws JD – Monash University
- Post Graduate – Chartered Accountant – Professional Year – Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors (AICD)
- Chartered Accountants Australia and New Zealand (CA)
- Financial Services Institute of Australasia (FINSIA)
- Taxation Institute of Australia
Alison Foenander is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash Deposit Products
- Derivatives
- 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