Alberto Diez Financial Planner Report

Name:
Alberto Diez

Rep Number:
000337321

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-06-10 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Glorbert Pty Ltd

Licence Number:
000473700

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
Superannuation

Qualifications
Kaplan Professional Education
Advance Diploma - Financial Planning
University of Western Australia
Bachelor Degree - Business Administration
SMSF Association
SMSF Specialist Adviser

Memberships
SMSF Association