Financial Adviser
· SHEPPARTON, VIC
Laurence Ian Pennell
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000224788
Laurence Ian Pennell is a financial adviser based in Shepparton, Victoria, with 39 years of experience in the financial services industry. Laurence is currently authorised under Ozplan Financial Services Pty Ltd. Laurence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne. Laurence is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1975
Bachelor of Commerce
University of Melbourne
1994
Diploma of Financial Planning
RMIT / Financial Planning Association
2005
Self Managed Superannuation Funds
Tribeca (now Kaplan)
2010
Margin Lending & Geared Investments
Kaplan