Rebecca Balmer – Financial Adviser
Adviser identifying number: 343495
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 16/12/2009
The date the Financial Adviser ceased the appointment: 11/09/2012
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Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Pinnacle Financial Services
- Diploma of Financial Services – Kaplan Professional Education
- Financial Planning Academy – AMP Financial Services
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Rebecca Balmer is authorised to provide advices on following products: