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:

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