Allan Joseph Andreazza – Financial Adviser
Adviser identifying number: 1246568
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 245451
Authorised Representative’s ABN: 38078629973
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:
- Accountants’ SMSF Package – Kaplan Professional
- Bachelor of Business (Accountancy) – Riverina-Murray Institute of Higher Education
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Allan Joseph Andreazza is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation