Frank Louis Prez – Financial Adviser
Adviser identifying number: 243437
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: ASCENSIS WEALTH PTY LTD
Licence number: 309418
Licensee’s ABN: 32123354361
Licence controlled by:
The date the Financial Adviser commenced the appointment: 05/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASCENSIS WEALTH PTY LTD
Authorised Representative identifying number: 000309418
Authorised Representative’s ABN: 32123354361
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 Economics – Adelaide University
- Margin Lending and GFeared Investments – Kaplan
- RG 146 Finanial Planning Managed Investments and Superannuation – FPA
- Risk Management – Trbeca
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- SMSF Association
Frank Louis Prez is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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