Joseph Anthony Walsh – Financial Adviser

Adviser identifying number: 227347
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: STRATEGIC PLANNING PARTNERS PTY LTD
Licence number: 230887
Licensee’s ABN: 65057800405
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 07/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC PLANNING PARTNERS PTY LTD
Authorised Representative identifying number: 230887
Authorised Representative’s ABN: 65057800405

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:

• Diploma of Financial Planning – Financial Planning Association (FPA)
• Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Joseph Anthony Walsh is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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