Michael Lanteri – Financial Adviser
Adviser identifying number: 1001294
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992
Name of the licence holder: LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Licence number: 239127
Licensee’s ABN: 88060748594
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 239127
Authorised Representative’s ABN: 88060748594
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 Practising Accountant – CPA Australia
- Chartered Tax Advisor – Tax Institute
- Law Degree – RMIT
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Law Institute of Victoria
- The Tax Institute
Michael Lanteri is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services