Claudio Anthony Donato – Financial Adviser

Adviser identifying number: 1241941
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: JBWERE LTD
Licence number: 341162
Licensee’s ABN: 68137978360
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 11/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JBWERE LTD
Authorised Representative identifying number: 341162
Authorised Representative’s ABN: 68137978360

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/Bachelor of Arts – Swinburne University of Technology
  • Diploma of Financial Planning – Kaplan Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Claudio Anthony Donato is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash 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