Albert Borzillo – Financial Adviser

Adviser identifying number: 229872
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: PRIVATE WEALTH PTY LTD
Licence number: 320404
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 320404
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Practising Accountant – CPA Australia (CPA)
  • Diploma of Business (Accounting) – Bendigo College of Advanced Education
  • Diploma of Financial Planning – Financial Planning Association of Australia (FPA)
  • Specialist in Financial Planning – CPA Australia (CPA)

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Albert Borzillo 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