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