Christopher James Fallico – Financial Adviser

Adviser identifying number: 1001794
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD

The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 357306
Authorised Representative’s ABN: 54139889535

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 Business (Economics & Finance) – University of Western Sydney
• Bachelor of Business – University of Western Sydney
• CFP – FPA
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Finisia
• Graduate Diploma of Financial Planning – Finsia
• Margin Lending – Kaplan
• Margin Lending – Kaplan
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

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

Christopher James Fallico is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility