Anne-marie Tassoni – Financial Adviser

Adviser identifying number: 334996
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: CAMERON HARRISON PRIVATE PTY LTD
Licence number: 412452
Licensee’s ABN: 53153020252
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAMERON HARRISON PRIVATE PTY LTD
Authorised Representative identifying number: 412452
Authorised Representative’s ABN: 53153020252

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:

  • Bachelor of Commerce – University of Melbourne
  • CFP Certification Program – Financial Planning Association of Australia (FPA)
  • Graduate Certificate in Financial Planning – Financial Services Institute of Australasia (Finsia)
  • Margin Lending and Geared Investments – Kaplan Professional
  • Master of Applied Finance – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Anne-marie Tassoni is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility