Joe Cascone Financial Planner Report

Name:
Joe Cascone

Rep Number:
000244715

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2012-06-29 onwards

ABN:
55 505 166 259

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Professional Investment Services Pty Ltd
ASIC Policy Statement 146 Financial Planning Accreditation
La Trobe University
Bachelor of Economics
Financial Planning Association of Australia
Certified Financial Planner
Tribeca
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants of Australia and New Zealand
SMSF Association