Serge Giampetrone Financial Planner Report

Name:
Serge Giampetrone

Rep Number:
000236021

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2016-08-23 onwards

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Ascot Wealth Management Pty Ltd

Licence Number:
000382506

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
All Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
Financial Planning Association of Australia
Diploma - Financial Planning
SMSF Associaton of Australia
Other - Self Managed Superannuation Fund Advisor (Specialist)

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association