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