Louis Lozada Financial Planner Report

Name:
Louis Lozada

Rep Number:
000250398

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2007-09-06 onwards

Location:
Arncliffe, , NSW, 0

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
Integratec University of Sydney
Entry Level competencies for Financial Service professionals
Kaplan
Margin Lending and Geared Investments
Integratec
PS146 Knowledge Assessment - Managed Investments
Integratec
Risk Management for Financial Service Professionals
Kaplan
Self Managed Superannuation Fund