Joe Cascone – Financial Adviser

Adviser identifying number: 244715
Status: Current
Adviser’s ABN: 55505166259
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 000243313
Authorised Representative’s ABN: 33007207650

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:

• ASIC Policy Statement 146 Financial Planning Accreditation – Professional Investment Services Pty Ltd
• Bachelor of Economics – La Trobe University
• Certified Financial Planner – Financial Planning Association of Australia
• Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Chartered Accountants of Australia and New Zealand
• SMSF Association

Joe Cascone is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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