Mark Pagotto – Financial Adviser

Adviser identifying number: 230741
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: ADVOCATE ADVISORY PTY. LTD.
Licence number: 405576
Licensee’s ABN: 14150153503
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVOCATE ADVISORY PTY. LTD.
Authorised Representative identifying number: 405576
Authorised Representative’s ABN: 14150153503

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:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Mark Pagotto is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation