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