Raymond Nicolo Trevisan – Financial Adviser
Adviser identifying number: 1250963
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: CAPITAL AND FINANCE PTY LIMITED
Licence number: 269868
Licensee’s ABN: 53095885028
Licence controlled by: CAPITAL AND FINANCE PTY LIMITED
The date the Financial Adviser commenced the appointment: 03/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPITAL AND FINANCE PTY LIMITED
Authorised Representative identifying number: 269868
Authorised Representative’s ABN: 53095885028
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: Diploma of Financial Planning – Australian College of Professionals
Relevant memberships of professional bodies or industry associations:
Raymond Nicolo Trevisan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products