HomeFinancial AdvisersRobert Gildo Lorenzato – Financial Adviser

Robert Gildo Lorenzato – Financial Adviser

Adviser identifying number: 287720
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 21/04/2010
The date the Financial Adviser ceased the appointment: 10/03/2011
Name of the Authorised Representative: THE FINANCIAL PLANNING ORGANISERS PTY LTD
Authorised Representative identifying number: 000287719
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 Economics – University of Sydney
  • Chartered Accountant – Financial Planning Specialist – The Institute of Chartered Accountants
  • Graduate Diploma of Financial Planning – Securities Institute
  • Margin Lending – Pinnacle

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Mortgage and Finance Association of Australia (MFAA)

Robert Gildo Lorenzato is authorised to provide advices on following products:

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