Scott Plunkett – Financial Adviser

Adviser identifying number: 253317
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CIP LICENSING LIMITED
Licence number: 471728
Licensee’s ABN:
Licence controlled by: CIPL (HOLDING) LIMITED

The date the Financial Adviser commenced the appointment: 26/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CIP LICENSING LIMITED
Authorised Representative identifying number: 471728
Authorised Representative’s ABN:

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:

• Introduction to Financial Planning (DFP1) – FPA
• Investment Planning 1 (DFP3) – Kaplan
• Principles of Advanced Taxation Planning (DFP5) – International Institute of Technology (IIT)
• Retirement Planning (DFP4) – FPA
• Risk Management (DFP2) – Kaplan

Relevant memberships of professional bodies or industry associations:

Scott Plunkett is authorised to provide advices on following products:

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