Caroline Deanna Rees – Financial Adviser

Adviser identifying number: 1245722
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence number: 218705
Licensee’s ABN: 74097777725
Licence controlled by: TELSTRA SUPER PTY LTD

The date the Financial Adviser commenced the appointment: 04/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 218705
Authorised Representative’s ABN: 74097777725

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:

• Aged Care – Aged Care Steps
• CFP? Certification Program – FPA
• Certified Financial Planner – FPA
• DFP – Deakin Uni/ FPA
• Margin Lending and Geared Investments – Kaplan Professional
• Margin Lending/ Geared Investments – Kaplan
• Self Managed Superannuation Fund – Kaplan Professional
• TASA and the TPB Code of Professional Conduct – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

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

Caroline Deanna Rees is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation