Leonardo Antonio Guterres – Financial Adviser
Adviser identifying number: 1000847
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: CENTRAL SECURITIES PTY LTD
Licence number: 305918
Licensee’s ABN: 11121475072
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CENTRAL SECURITIES PTY LTD
Authorised Representative identifying number: 305918
Authorised Representative’s ABN: 11121475072
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:
- Bachelor of Commerce in Accounting Finance and Systems – University of New South Wales
- Chartered Accountants Professional Year – The Institute of Chartered Accountants in Australia
- Deakin University ? DFP 8 Financial Plan Construction & Review – Deakin University
- SSA- Specialist SMSF Adviser – SMSF Association
- Securities Institute of Australia ? Financial Planning 5 day course – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Leonardo Antonio Guterres 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products