James Merlino – Financial Adviser
Adviser identifying number: 1005872
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 15/11/2010
The date the Financial Adviser ceased the appointment: 27/07/2012
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training: Graduate Diploma in Financial Planning – FINSIA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James Merlino is authorised to provide advices on following products: