Ernesto Tatarelli – Financial Adviser

Adviser identifying number: 1002045
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: TATARELLI SECURITIES PTY LTD
Licence number: 419306
Licensee’s ABN:
Licence controlled by: Ernesto Tatarelli

The date the Financial Adviser commenced the appointment: 05/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TATARELLI SECURITIES PTY LTD
Authorised Representative identifying number: 419306
Authorised Representative’s ABN:

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 Arts in Accountancy – South Australian Institute of Technology
• CA Financial Planning Specialist – Chartered Accountants Australia New Zealand
• Chartered Accountant Professional Year – Chartered Accountants Australia New Zealand
• Count RG 146 – Count Financial Ltd
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• Taxation Institute of Australia

Ernesto Tatarelli is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• 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
• Margin Lending Facility / Non-Standard Margin Lending Facility
• Carbon Credits / Australian Carbon Credit Unit
• Carbon Credits / Australian Carbon Credit Unit
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI