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