Anthony Cattapan – Financial Adviser
Adviser identifying number: 425689
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.
The date the Financial Adviser commenced the appointment: 22/04/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680
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 Business (Accounting) – Swinburne University of Technology
- CPA Program – CPA Australia
- Certificate IV Financial Services (Finance/Mortgage Broking) – TAFE NSW
- Diploma of Finance Mortgage Broking Management – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- National Tax & Accountants’ Association
Anthony Cattapan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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