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