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