Glen Philip Sumner
Financial Adviser in Perth, Western Australia, Australia
Review Glen Philip Sumner
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004842
- Location
- Perth WA 6000
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 13 March 2020
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Planning, FPA (2004); Margin Lending and Geared Investments, Kaplan Professional (2010); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2019); Self Managed Superannuation Funds, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Glen Philip Sumner
Glen Philip Sumner is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001004842).
The licensee Glen advises under is Fitzpatricks Private Wealth Pty Ltd (AFS licence 247429). That authorisation dates from 13 March 2020.
The register records 2008 as the year Glen first provided financial advice. The qualifications listed for Glen include Diploma of Financial Planning (FPA, 2004), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Glen Philip Sumner here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Glen Philip Sumner a registered financial adviser?
Yes. Glen Philip Sumner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004842.
Which licensee does Glen Philip Sumner work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can Glen Philip Sumner give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.