Anthony Balocca Financial Planner Report

Name:
Anthony Balocca

Rep Number:
000249071

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-08-31 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
AMP Limited
Advanced Diploma of Financial Services (Financial Planning)
University of South Australia (UNISA)
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner
AMP Limited
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)