Louis Lozada – Financial Adviser

Adviser identifying number: 250398
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: PATRON FINANCIAL SERVICES PTY LTD
Licence number: 307379
Licensee’s ABN: 13122381908
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 06/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATRON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 307379
Authorised Representative’s ABN: 13122381908

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:

• Entry Level competencies for Financial Service professionals – Integratec University of Sydney
• Margin Lending and Geared Investments – Kaplan
• PS146 Knowledge Assessment – Managed Investments – Integratec
• Risk Management for Financial Service Professionals – Integratec
• Self Managed Superannuation Fund – Kaplan

Relevant memberships of professional bodies or industry associations:

Louis Lozada 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