Joseph Marchese Financial Planner Report

Name:
Joseph Marchese

Rep Number:
000232285

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2012-05-02 onwards

Location:
Hampton, Melbourne, VIC, 3188

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
Magnitude Group Pty Ltd

Licence Number:
000221557

ABN:
54 086 266 202

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
University of Melbourne
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)