Anthony Picone – Financial Adviser

Adviser identifying number: 1001230
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: STEWARD WEALTH PTY LTD
Licence number: 432197
Licensee’s ABN: 15160777186
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEWARD WEALTH PTY LTD
Authorised Representative identifying number: 432197
Authorised Representative’s ABN: 15160777186

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 Derivatives 1 Accreditation – Kaplan
  • Bachelor of Business (Accounting) – RMIT University
  • CFP Qualification – Financial Planning Assocaiation
  • Diploma Financial Planning – Financial Planning Association
  • Superannuation Specialist Adviser – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Anthony Picone is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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