Joseph Mark Lanteri – Financial Adviser
Adviser identifying number: 1001289
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Licence number: 239127
Licensee’s ABN: 88060748594
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 239127
Authorised Representative’s ABN: 88060748594
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 Commerce Finance – Monash University
- Certified Practising Accountant – CPA Australia
- Master of Professional Accounting – Deakin University
- RG146 Compliant – Monash University
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Joseph Mark Lanteri is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services