Financial Adviser
· PERTH, WA
Glen Philip Sumner
No disciplinary history on record with ASIC
PERTH,
WA
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004842
About Glen Philip Sumner
Glen Philip Sumner is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry since 2008. Glen is currently authorised under Fitzpatricks Private Wealth. Glen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Glen's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology. Glen is a member of 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
2004
Diploma of Financial Planning
FPA
2010
Margin Lending and Geared Investments
Kaplan Professional
2019
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2020
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register