Cafiero Pietropaolo – Financial Adviser

Adviser identifying number: 260136
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: PATERSONS SECURITIES LIMITED
Licence number: 239052
Licensee’s ABN: 69008896311
Licence controlled by: PATERSONS SECURITIES LIMITED

The date the Financial Adviser commenced the appointment: 01/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATERSONS SECURITIES LIMITED
Authorised Representative identifying number: 239052
Authorised Representative’s ABN: 69008896311

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:

  • ASIC PS146 Compliance (Securities and Managed Investments) – Securities and Derivatives Industry Association
  • Certified Financial Planner – Financial Planning Association
  • Diploma in Accounting – Technical Education Division
  • Graduate Diploma in Financial Planning – KAPLAN
  • Professional Diploma in Stockbroking – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

  • FINSIA
  • Financial Planning Association of Australia (FPA)
  • Institute of Public Accountants (IPA)
  • Stockbrokers Association of Australia

Cafiero Pietropaolo 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, excluding IDPS
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / IDPS Only
  • Managed Investment Schemes / Own Managed Investment Scheme Only
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services