Sonia Xerri – Financial Adviser

Adviser identifying number: 261084
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: F PALMER & M E PALMER
Licence number: 247067
Licensee’s ABN: 29548490818
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: F PALMER & M E PALMER
Authorised Representative identifying number: 247067
Authorised Representative’s ABN: 29548490818

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:

• Certificate in Financial Markets – Securities institute
• Graduate diploma in applied finance & investment – Securities institute

Relevant memberships of professional bodies or industry associations:

Sonia Xerri is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation