Cassandra Anne Macolino – Financial Adviser
Adviser identifying number: 1000296
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence number: 230637
Licensee’s ABN: 36076858494
Licence controlled by: WILLIAM BUCK (SA) PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Authorised Representative identifying number: 230637
Authorised Representative’s ABN: 36076858494
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 Arts & Management – University of South Australia
- Certificate IV in Finance & Mortgage Broking – Kaplan
- Diploma in Financial Services – Tribeca
- Master Tax and Financial Planning – University of New South Wales
Relevant memberships of professional bodies or industry associations:
Cassandra Anne Macolino 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