Tony Fornaro – Financial Adviser

Adviser identifying number: 300485
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: INSURANCE & PLANNING HQ PTY LTD
Licence number: 434649
Licensee’s ABN: 53161471441
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INSURANCE & PLANNING HQ PTY LTD
Authorised Representative identifying number: 434649
Authorised Representative’s ABN: 53161471441

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 (Accountancy) – QUT
• Certified Practicing Accountant – Deakin University
• Diploma of Finance & Mortgage Broking Management – Institute of Strategic Management
• Diploma of Financial Services (Financial Planning) – AAMC
• Specialist Self Managed Superannuation – University of Adelaide

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• MFAA

Tony Fornaro 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 Products – Consumer Credit Insurance Only
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation