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:
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: