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