Maurizio Lombardi – Financial Adviser
Adviser identifying number: 1234961
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: INDUSTRY FUND SERVICES LIMITED
Licence number: 232514
Licensee’s ABN: 54007016195
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.
The date the Financial Adviser commenced the appointment: 01/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INDUSTRY FUND SERVICES LIMITED
Authorised Representative identifying number: 232514
Authorised Representative’s ABN: 54007016195
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:
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Relevant qualifications and training:
- Bachelor of Commerce – Monash University
- Certified Financial Planner – Financial Planning Association
- Diploma Financial Services (Financial Planning) – Tribeca Learning (KAPLAN)
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Maurizio Lombardi 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility