Albert Borzillo Financial Planner Report

Name:
Albert Borzillo

Rep Number:
000229872

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2017-01-23 onwards

Licensee
Name:

Number:
000320404

Appointed By
Name:
Private Wealth Pty Ltd

Licence Number:
000320404

May advise on following product areas:
Non-basic Deposit Products
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
CPA Australia (CPA)
Certified Practising Accountant
Bendigo College of Advanced Education
Diploma of Business (Accounting)
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning
CPA Australia (CPA)
Specialist in Financial Planning

Memberships
CPA Australia (CPA)