Antonella Grida – Financial Adviser

Adviser identifying number: 245967
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
Licence number: 278937
Licensee’s ABN: 55107629194
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE ADVICE EXCHANGE PTY LTD
Authorised Representative identifying number: 000278937
Authorised Representative’s ABN: 55107629194

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:

• CFP – FPA
• Diploma in Financial Markets – Securities INstitute of Australia
• Diploma of Financial Planning – FPA
• Margin Lending and Geared Investments – Kaplan
• SMSF Adviser Education Program – Financial Essentials

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Antonella Grida 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility