Page 17 - Sapre - Review Report - July 2020

Mrs Anjali Sapre
Review report - Mrs Anjali Sapre
Review report - Mrs Anjali Sapre Mrs Anjali Sapre
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020

24 June 2020
Date: 24 June 2020
Date:
Client reference number: P00121576S
Client reference number:
P00121576S
Client details
Adviser details
Client details Adviser details
Name: Mrs Anjali Sapre Name: Paul Aspros
Name:
Mrs Anjali Sapre
Name:
Paul Aspros
Phone:
Address: Phone: (02) 9324 8888
Address:
(02) 9324 8888
Fax:
Home:
Home: 33 Magnolia Street Fax: (02) 9324 8899
(02) 9324 8899
33 Magnolia Street
KIRRAWEE NSW 2232 Email: PAUL@PSK.COM.AU
KIRRAWEE NSW 2232
Email:
PAUL@PSK.COM.AU
Contacts:
Contacts: Adviser transaction
Adviser transaction
No
authority:
H: H: 02 9521 2537 authority: No
02 9521 2537
Not supplied
W: Not supplied
W:
Not supplied
M: Not supplied
M:
anjalispr@yahoo.com.au
Email: anjalispr@yahoo.com.au
Email:
Gender:
Female
Gender: Female
Date of birth: 4 July 1950
Date of birth:
4 July 1950
Tax file number: Provided
Tax file number:
Provided
Australian resident
Australian resident
Yes
for tax purposes:
for tax purposes: Yes
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 May 2020
Your portfolio summary as at 31 May 2020
Account
Account
Type
Type Account value
Account value
number
number
$0.00
Y03095445
North Personal Superannuation Y03095445 $0.00
North Personal Superannuation
$912,485.88
North Personal Pension Y03095452 $912,485.88
North Personal Pension
Y03095452
Portfolio value
Portfolio value $912,485.88
$912,485.88

North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329 Tel: 1800 667 841 Fax: 1800 071 329
North Service Centre, GPO Box 2915, Melbourne, VIC 3001
Website:
Website: northonline.com.au Email: north@amp.com.aunorthonline.com.au Email: north@amp.com.au
Fund: Wealth Personal Superannuation and Pension Fund A
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598BN 92 381 911 598
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654008 428 322 AFS Licence No. 234654
Trustee: N.M.Superannuation Proprietary Limited ABN 31
Page 1 of 7
Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 1 of 7