Claudio Orrico Financial Planner Report

Name:
Claudio Orrico

Rep Number:
000279160

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2013-01-15 onwards

Location:
Bentleigh, , VIC, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Stephens Plattfuss & Co. Financial Services Pty. Ltd.

Licence Number:
000433175

May advise on following product areas:
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
Kaplan
ASX Securities
Tribeca
Managed Investments
Kaplan
Margin Lending
Tribeca
Self Managed Super Fund Course
Tribeca
Superannuation and Retirement Planning

Memberships
Association of Financial Advisers (AFA)
SMSF Association