Joseph Michael Scerri – Financial Adviser

Adviser identifying number: 238655
Status: Current
Adviser’s ABN: 89625988183
The year the Financial Adviser first provided advice: 1976

Name of the licence holder: GOLD FINANCIAL PTY LTD
Licence number: 291389
Licensee’s ABN: 50113653946
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/04/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLD FINANCIAL PTY LTD
Authorised Representative identifying number: 291389
Authorised Representative’s ABN: 50113653946

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Diploma of Financial Planning – International Institute of Technology
  • Principles of Investment Planning (PIP) – Managed Investments / Securities / Derivatives – International Institute of Technology

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Joseph Michael Scerri is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation