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