Joseph Scerri Financial Planner Report

Name:
Joseph Michael Scerri

Rep Number:
000238655

Status:
Current

First Advice:
1976

Disciplinary action:
No action

Most Recent Role:
2008-04-07 onwards

ABN:
89 625 988 183

Licensee
Name:

Number:
000291389

ABN:
50 113 653 946

Appointed By
Name:
Gold Financial Pty Ltd

Licence Number:
000291389

ABN:
50 113 653 946

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
International Institute of Technology
Diploma of Financial Planning
International Institute of Technology
Principles of Investment Planning (PIP) - Managed Investments / Securities / Derivatives

Memberships
Association of Financial Advisers (AFA)