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