Daniel Vallone Financial Planner Report

Name:
Daniel Joseph Vallone

Rep Number:
000438164

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-01-11 onwards

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
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
RG146 Training Australia
Advanced Diploma of Financial Planning
TAFE NSW
Associate Diploma of Business (Accounting)
RG146 Traning Australia
Diploma of Financial Planning