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
Name of the Authorised Representative:
Authorised Representative identifying number:
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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:

  • 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: