Iolanda Romano – Financial Adviser

Adviser identifying number: 1236526
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RBA WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 1236394
Authorised Representative’s ABN: 78607983399

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 – Queensland Institute of Technology
  • Chartered Tax Adviser Certificate – The Tax Institute
  • Fellow Certified Practicing Accountant – CPA
  • Financial Planning Certificate – CPA
  • RG 146 – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Tax Institute & Tax Agent

Iolanda Romano is authorised to provide advices on following products:

  • Superannuation