Joanne Mary Murray – Financial Adviser
Adviser identifying number: 387196
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD
Licence number: 246580
Licensee’s ABN: 94304403582
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD
Authorised Representative identifying number: 246580
Authorised Representative’s ABN: 94304403582
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 Business – Business Management / Human Resources Management – Charles Sturt University
- Certificate 4 in Financial Services – Institute of Financial Services
- Certified Financial Planner program – Financial Planning Association
- Diploma of Financial Services (Financial Planning) – Three Sixty (GWM Adviser Services)
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Joanne Mary Murray 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
- Superannuation