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:
Westpac Banking Corporation

Number:
000233714

ABN:
33 007 457 141

Controlled By:
Westpac Banking Corporation
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)

Financial Planner Report ™ - Qpzm - Twit Solutions Pty LTD 2015 - Privacy Policy - Terms of Use

The information provided on Financial Planner Report is not legal or professional advice and is provided for general information purposes only. The information on this site is based on public information that has been obtained from ASIC via the data.gov.au initiative and licenced under Creative Commons Attribution 3.0 Australia http://creativecommons.org/licenses/by/3.0/au/. Neither ASIC nor the Commonwealth nor this website guarantee that the information available through this service (including search results) is accurate, up to date, complete or accept any liability arising from the use of or reliance upon this site. Last updated 2016-02-04.