Arnold Villegas – Financial Adviser

Adviser identifying number: 1242037
Status: Current
Adviser’s ABN: 89159130012
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: BALLAST FINANCIAL MANAGEMENT PTY LTD
Licence number: 233180
Licensee’s ABN: 41086601041
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAXTER & ROE PTY LTD
Authorised Representative identifying number: 1252083
Authorised Representative’s ABN: 21607125208

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:

• Diploma of Financial Services Financial Planning – Tribeca
• Diploma of Financial Services Financial Planning – Tribeca
• Taxation and Estate Planning – Kaplan
• Taxation and Estate Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Arnold Villegas 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
• Superannuation