Douglas Paul Tarrant – Financial Adviser

Adviser identifying number: 336317
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: LEVEL ONE FINANCIAL PLANNING PTY LTD
Licence number: 280061
Licensee’s ABN: 68105116541
Licence controlled by: Level One Unit Trust

The date the Financial Adviser commenced the appointment: 01/01/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEVEL ONE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 280061
Authorised Representative’s ABN: 68105116541

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:

• Accredited Estate Planning Specialist – Financial Planning Association
• Certificate IV in Financial and Mortgage Broking – Kaplan Professional
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Services (Financial Planning) – Financial Planning Association
• SMSF Specialist Adviser – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Douglas Paul Tarrant 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