Simon D’ortenzio – Financial Adviser

Adviser identifying number: 1002146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: INTRINSIC INVESTMENT MANAGEMENT PTY. LTD.
Licence number: 247127
Licensee’s ABN: 26095183814
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTRINSIC INVESTMENT MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 247127
Authorised Representative’s ABN: 26095183814

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 Business (Economic and Finance) – RMIT University
  • Master of Business (Economics) – Monash University
  • RG 146 – Kaplan Australia

Relevant memberships of professional bodies or industry associations:

Simon D’ortenzio is authorised to provide advices on following products:

  • Securities