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