Anthony Balocca Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2016-08-31 onwards
Name:
Number:
000233714
ABN:
33 007 457 141
Controlled 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
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
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)