Joseph Portelli – Financial Adviser

Adviser identifying number: 1000195
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: STEWART PARTNERS PTY LIMITED
Licence number: 237314
Licensee’s ABN: 26082828948
Licence controlled by: APW PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 31/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEWART PARTNERS PTY LIMITED
Authorised Representative identifying number: 237314
Authorised Representative’s ABN: 26082828948

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:

• Bachelor of Economics – University of Sydney
• Certificate – Margin Lending & Geared Investments – Kaplan
• Certificate of Applied SMSF Advice – Australian Executor Trustees
• Diploma of Financial Planning – CFP – Deakin University
• Diploma of Superannuation Management – Association of Superannuation Funds of Australia

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Joseph Portelli is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility