Angela Romano – Financial Adviser

Adviser identifying number: 312387
Status: Current
Adviser’s ABN: 64396406817
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Licence number: 344085
Licensee’s ABN: 88139367141
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 344085
Authorised Representative’s ABN: 88139367141

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) – Kaplan
  • Certificate IV in Financial Services (Finance / Mortgage Broking) – Traineeship Management Australia
  • Diploma of Financial Services (Financial Planning) – Tribeca
  • Self Managed Superannuation Funds – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

Angela Romano is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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