Claudio Lopresti – Financial Adviser
Adviser identifying number: 1005729
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
The date the Financial Adviser commenced the appointment: 03/12/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 240813
Authorised Representative’s ABN: 19009145555
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 of Superannuation Management – The Association of Superannuation Funds of Australia
- Certified Financial Planner Education Program – Financial Planning Association of Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- Self Managed Superannuation Funds Specialist Pathway Program – Tribeca (Aust) Pty Limited
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Claudio Lopresti is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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