Alberto Diez – Financial Adviser
Adviser identifying number: 337321
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GLORBERT PTY LTD
Authorised Representative identifying number: 473700
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:
- Advance Diploma – Financial Planning – Kaplan Professional Education
- Bachelor Degree – Business Administration – University of Western Australia
- SMSF Specialist Adviser – SMSF Association
Relevant memberships of professional bodies or industry associations: SMSF Association
Alberto Diez is authorised to provide advices on following 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
- Margin Lending Facility / Standard Margin Lending Facility