Sergio Girardi Financial Planner Report

Name:
Sergio Girardi

Rep Number:
000230950

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-05-08 onwards

Licensee
Name:

Number:
000238429

ABN:
23 001 774 125

Controlled By:

Appointed By
Name:
RI Advice Group Pty Ltd

Licence Number:
000238429

ABN:
23 001 774 125

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Securities Institute of Australia
Diploma of Financial Advising
FPA
Financial Plan Construction & Review
Tribeca
SMSF