Michael Lirosi – Financial Adviser

Adviser identifying number: 1236503
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: LIFEWEALTH PTY LTD
Licence number: 279615
Licensee’s ABN: 79100448182
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN

The date the Financial Adviser commenced the appointment: 02/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFEWEALTH PTY LTD
Authorised Representative identifying number: 279615
Authorised Representative’s ABN: 79100448182

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:

  • Advanced Diploma of Financial Planning – Kaplan
  • Bachelor of Commerce (Accounting & Management) – La Trobe University
  • Margin Lending – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

Michael Lirosi 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