Tania Michelle Petrilli – Financial Adviser

Adviser identifying number: 333887
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence number: 344971
Licensee’s ABN: 14135004947
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Authorised Representative identifying number: 344971
Authorised Representative’s ABN: 14135004947

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:

• Certificate IV in Financial Services ( Finance / Mortgage Broking) – AAMC
• Diploma of Finance and Mortgage Broking Management – Intellitrain
• Diploma of Financial Services (Financial Planning) – Financial Services Institute of Australasia (FINSIA)
• Margin Lending and Geared Investments – Kaplan
• Taxation Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Tania Michelle Petrilli 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