John Wertheimer – Financial Adviser

Adviser identifying number: 259506
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1983

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 17/05/2012
The date the Financial Adviser ceased the appointment: 19/09/2012
Name of the Authorised Representative: JOHN WERTHEIMER
Authorised Representative identifying number: 000259506
Authorised Representative’s ABN:

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:

• Advanced Diploma of Financial Planning – RG146
• Life Products – Integratec
• RSA – Integratec
• Superannuation – Integratec

Relevant memberships of professional bodies or industry associations:

John Wertheimer is authorised to provide advices on following products: