Julio Carrieri – Financial Adviser

Adviser identifying number: 267227
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Licence number: 224662
Licensee’s ABN: 35050159156
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 17/03/2017]

The date the Financial Adviser commenced the appointment: 02/02/2005
The date the Financial Adviser ceased the appointment: 08/06/2016
Name of the Authorised Representative: WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 000224662
Authorised Representative’s ABN: 35050159156

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:

• ASX Accredited Listed Product Adviser Accreditation – Kaplan
• Diploma of Financial Planning – Financial Planning Association (FPA)
• Margin Lending & Geared Investments Adviser Accreditation – Kaplan
• Self Managed Superannuation Fund (SMSF) Adviser Education Program – Financial Essentials

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

Julio Carrieri is authorised to provide advices on following products: