Livio Caiolfa – Financial Adviser
Adviser identifying number: 340081
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: PRIMESTOCK SECURITIES LIMITED
Licence number: 239180
Licensee’s ABN: 67089676068
Licence controlled by:
The date the Financial Adviser commenced the appointment: 21/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIMESTOCK SECURITIES LIMITED
Authorised Representative identifying number: 239180
Authorised Representative’s ABN: 67089676068
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) – Mentor Education Group
- Advanced Diploma of Financial Services (Financial Planning) – Mentor Education Group
- Bachelor of Business – Accounting and Banking & Finance – Monash University
- Bachelor of Business – Accounting and Banking & Finance – Monash University
- Level 1 & 2 Accredited Derivatives Adviser – ASX
- Level 1 & 2 Accredited Derivatives Adviser – ASX
- Margin Lending – Kaplan
- Margin Lending – Kaplan
- Self Managed Super Funds – Kaplan
- Self Managed Super Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
Livio Caiolfa is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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