Ray Pepper – Financial Adviser

Adviser identifying number: 242185
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/12/2003
The date the Financial Adviser ceased the appointment: 28/05/2004
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Certificate IV in Financial Services (Finance/Mortgage Broking) – Kaplan
  • Certified Financial Planner – FPA
  • Diploma of Community Services (Financial Counselling) – Lifeline Community Care
  • Diploma of Financial Planning – FPA
  • Margin Lending – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ray Pepper is authorised to provide advices on following products: