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