Robert Gildo Lorenzato – Financial Adviser
Adviser identifying number: 287720
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 04/05/2005
The date the Financial Adviser ceased the appointment: 01/05/2006
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:
- Bachelor of Economics – University of Sydney
- Chartered Accountant – Financial Planning Specialist – The Institute of Chartered Accountants
- Graduate Diploma of Financial Planning – Securities Institute
- Margin Lending – Pinnacle
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Mortgage and Finance Association of Australia (MFAA)
Robert Gildo Lorenzato is authorised to provide advices on following products: