Marc Tenaglia – Financial Adviser

Adviser identifying number: 282480
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment: 14/12/2016
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000326450
Authorised Representative’s ABN: 59130288578

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:

  • Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
  • Diploma of Financial Services (Finance/Mortgage Broking Management) – National Finance Institute
  • Diploma of Financial Services (Financial Planning) – Mentor Education/RG146
  • Margin Lending and Geared Investments – Kaplan
  • Self Managed Super Fund – Mentor

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Credit Ombudsman Service Limited (COSL)
  • Mortgage & Finance Association of Australia (MFAA)
  • SMFS Professional’s Association of Australia (SPAA)

Marc Tenaglia is authorised to provide advices on following products: