Samuel Mantarro – Financial Adviser

Adviser identifying number: 1000484
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 17/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TRILOGY PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1241993
Authorised Representative’s ABN: 29612011579

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:

• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Certified Financial Planner (CFP?) – Financial Planning Association of Australia (FPA)
• Diploma of Financial Planning – Deakin University, FPA
• Margin Lending and Geared Investments – Kaplan Professional Education

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

Samuel Mantarro 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products