Louis Zammit Financial Planner Report

Name:
Louis Alfred Zammit

Rep Number:
000416029

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2012-01-09 onwards

Licensee
Name:

Number:
000283049

ABN:
99 111 384 519

Controlled By:

Appointed By
Name:
Private Wealth Services Pty Ltd

Licence Number:
000414533

ABN:
78 154 501 050

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Curtin University
Bachelor of Business - Financial Management & Economics
Association of Superannuation Funds of Australia
Certificate of Superannuation Management
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Securities Institute of Australia
Graduate Diploma in Applied Finance & Investment
GWM Adviser Services Ltd T/A Advice Education
Margin Lending Facilities

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (Finsia)