Frank D’alesio-tremante – Financial Adviser
Adviser identifying number: 1250877
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: UNIFIED FINANCIAL SERVICES PTY LTD
Licence number: 230510
Licensee’s ABN: 31066587602
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNIFIED FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 230510
Authorised Representative’s ABN: 31066587602
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 (Financial Planning) – RMIT
- Certificate 4 Financial Services – Futurum
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Frank D’alesio-tremante 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Securities – Debentures Managed Investment Schemes