Erik Franco – Financial Adviser

Adviser identifying number: 379989
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: MCA FINANCIAL PLANNERS PTY. LTD.
Licence number: 223610
Licensee’s ABN: 42101736305
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/12/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCA FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223610
Authorised Representative’s ABN: 42101736305

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 Commerce Major Accounting Sub Major Law – University Western Sydney
• Diploma Financial Planning – Count Financial (Via FINSIA)

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)
• Taxation Institute Australia

Erik Franco is authorised to provide advices on following 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