Patrick Kazzi Financial Planner Report

Name:
Patrick Kazzi

Rep Number:
000244954

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Gladesville, Sydney, NSW, 2111

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
Superannuation

Qualifications
University of Western Sydney
Bachelor of Commerce
FPA
Certified Financial Planner
Kaplan
Margin Lending

Memberships
Financial Planning Association of Australia (FPA)