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