Leanne Marie Montaldo – Financial Adviser

Adviser identifying number: 1247352
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: BALLAST FINANCIAL MANAGEMENT PTY LTD
Licence number: 233180
Licensee’s ABN: 41086601041
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BALLAST ACCOUNTANTS PTY LTD
Authorised Representative identifying number: 1247351
Authorised Representative’s ABN: 11089627163

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: Part of Diploma of Financial Planning – Monarch Institute

Relevant memberships of professional bodies or industry associations:

Leanne Marie Montaldo is authorised to provide advices on following products:

• Superannuation