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