Jerry Rossi – Financial Adviser

Adviser identifying number: 1250632
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: JRI PRACTICE FINANCIAL SERVICES PTY LTD
Licence number: 486661
Licensee’s ABN:
Licence controlled by: Jerry ROSSI

The date the Financial Adviser commenced the appointment: 14/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JRI PRACTICE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 486661
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 Economics – University of Adelaide
• RG146 Superannuation & self Managed Superannuation Course – Financial Education Professionals

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Jerry Rossi is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation