Juanita Marbelli – Financial Adviser
Adviser identifying number: 435903
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 26/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRIDGES FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 240837
Authorised Representative’s ABN: 60003474977
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Advanced Diploma of Financial Services (Financial Planning)? – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Diploma of Financial Services (Financial Planning)? – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Juanita Marbelli is authorised to provide advices on following products:
- Derivatives
- 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
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products