Anna Maria Garuccio – Financial Adviser

Adviser identifying number: 224782
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: MTIS PRIVATE WEALTH PTY LTD
Licence number: 473383
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MTIS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 473383
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:

• ASX Securities – Kaplan
• Diploma of Financial Planning – FPA
• Fellow Charter Financial Practitioner – Mentor Education Group
• Self Managed Super Fund Course – SPAA

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• SMSF Association

Anna Maria Garuccio is authorised to provide advices on following 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