Will Portelli – Financial Adviser

Adviser identifying number: 1001209
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MULTISOURCE INSURANCE ANALYSIS & PLANNING PTY LTD
Licence number: 241048
Licensee’s ABN: 80002950549
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MULTISOURCE INSURANCE ANALYSIS & PLANNING PTY LTD
Authorised Representative identifying number: 241048
Authorised Representative’s ABN: 80002950549

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: Diploma of financial planning – Integratec

Relevant memberships of professional bodies or industry associations:

Will Portelli is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products