Pasquale Franzese – Financial Adviser

Adviser identifying number: 1247769
Status: Current
Adviser’s ABN: 17516812145
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: Pasquale Franzese
Licence number: 459074
Licensee’s ABN: 17516812145
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: Pasquale Franzese
Authorised Representative identifying number: 459074
Authorised Representative’s ABN: 17516812145

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:

• Bachelor of Business (Financial Planning) – RMIT
• Doctor of Philosophy – Victoria University
• Graduate Diploma Adv Tax – University of New South Wales
• MBA – Southern Cross University
• Master of Commerce – Charles Sturt University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)
• MFAA

Pasquale Franzese is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation