Paula Loschi – Financial Adviser
Adviser identifying number: 422901
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 08/12/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GUNNAMATTA (QLD) PTY LTD
Authorised Representative identifying number: 413330
Authorised Representative’s ABN:
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:
- Advanced Diploma of Financial Services (Financial Planning) FNS60404 – International Institute of Technology
- Diploma of Financial Services (Financial Planning) FNS50804 – Kaplan Professional
- Self Managed Superannuation Funds – Mentor Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Paula Loschi is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation