Fabian Lorenzo Financial Planner Report

Name:
Fabian Marcelo Lorenzo

Rep Number:
000385425

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-11-01 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Retirement Savings Account Products
Superannuation

Qualifications
TAFE NSW
Diploma of Business
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Graduate Certificate in Applied Financie
Kaplan Professional Education
Margin Lending and Geared Investments