Leonard Gennusa – Financial Adviser
Adviser identifying number: 312170
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence number: 247429
Licensee’s ABN: 33093667595
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/09/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FITZPATRICKS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 247429
Authorised Representative’s ABN: 33093667595
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
- Bachelor of Engineering (Mechancial Engineering) – The University of NSW
- Estate Planning – University of Technology Sydney
- Margin Lending and Geared Investments – Kaplan Professional
- Specialist SMSF Adviser Training Course – SMSF Training
Relevant memberships of professional bodies or industry associations: Tax Practitioners Board (TPB)
Leonard Gennusa is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Old Law Securities Options Contracts and Warrants Securities