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