Anna Garuccio Financial Planner Report

Name:
Anna Maria Garuccio

Rep Number:
000224782

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-07-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000473383

Appointed By
Name:
Mtis Private Wealth Pty Ltd

Licence Number:
000473383

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
FPA
Diploma of Financial Planning
Mentor Education Group
Fellow Charter Financial Practitioner
SPAA
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)
SMSF Association