Christopher James Fallico – Financial Adviser
Adviser identifying number: 1001794
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 357306
Authorised Representative’s ABN: 54139889535
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 Business (Economics & Finance) – University of Western Sydney
- Bachelor of Business – University of Western Sydney
- CFP – FPA
- Certified Financial Planner – FPA
- Diploma of Financial Planning – Finisia
- Graduate Diploma of Financial Planning – Finsia
- Margin Lending – Kaplan
- Margin Lending – Kaplan
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
- SMSF Association
Christopher James Fallico is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility