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