Simon Gagliardi Financial Planner Report

Name:
Simon James Gagliardi

Rep Number:
000316789

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2014-08-28 onwards

Location:
Woolloongabba, , QLD, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Tribeca
Advanced Diploma of Financial Planning
Tribeca
Diploma of Financial Planning