Sonia Xerri Financial Planner Report

Name:
Sonia Xerri

Rep Number:
000261084

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2004-01-05 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000247067

ABN:
29 548 490 818

Appointed By
Name:
F Palmer & M E Palmer

Licence Number:
000247067

ABN:
29 548 490 818

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Securities institute
Certificate in Financial Markets
Securities institute
Graduate diploma in applied finance & investment