Ramon Bernardi – Financial Adviser
Adviser identifying number: 1255412
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LOMBARDI PARTNERS PTY LTD
Authorised Representative identifying number: 001254220
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:
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Relevant qualifications and training:
- Bachelor of Commerce – La Trobe University
- Chartered Accountant – The Institute of Chartered Accountants Australia
- RG146 – AAMC Training Group
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Ramon Bernardi is authorised to provide advices on following products:
- Superannuation