Ricardo Poletti – Financial Adviser

Adviser identifying number: 1003655
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence number: 240769
Licensee’s ABN: 93002367839
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Authorised Representative identifying number: 240769
Authorised Representative’s ABN: 93002367839

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 Commerce (Financial Planning) – University of Woollongong

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ricardo Poletti 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
• Margin Lending Facility / Standard Margin Lending Facility
• Old Law Securities Options Contracts and Warrants Securities