Alex Perini – Financial Adviser
Adviser identifying number: 418763
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: SUMMERHILL FINANCIAL SERVICES PTY LTD
Licence number: 300038
Licensee’s ABN: 29118471748
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUMMERHILL FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 300038
Authorised Representative’s ABN: 29118471748
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:
- Advanced Diploma of Financial Services – Financial Planning – 360 Advice Solutions
- Advanced Diploma of International Business – Holmesglen Institute of TAFE
- Bachelor of Business – Holmesglen Institute of TAFE
- Diploma of Financial Services – Financial Markets – Kaplan
Relevant memberships of professional bodies or industry associations:
Alex Perini 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