Marlen Liberman – Financial Adviser

Adviser identifying number: 427778
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

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: 10/09/2012
The date the Financial Adviser ceased the appointment: 16/06/2015
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

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 Services (Financial Planning) – Financial Planning Association (FPA)
• Bachelor of Commerce – University of Western Sydney (UWS)
• Diploma of Financial Services (Financial Planning) – Financial Planning Association (FPA)
• Masters of Commerce – Financial Planning Association (FPA)
• SMSF – Kaplan

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Marlen Liberman is authorised to provide advices on following products: