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