Samuel Francese Financial Planner Report

Name:
Samuel Anthony Francese

Rep Number:
000440786

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2015-09-16 onwards

Licensee
Name:

Number:
000286786

ABN:
30 113 531 034

Controlled By:

Appointed By
Name:
Fasbak Pty Ltd

Licence Number:
001235435

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
Griffith University
Bachelor of Business
CPA Australia
Certified Practising Accountant
RG146 Training Australia Pty Ltd
Diploma of Financial Planning
Mentor Education
Margin Lending

Memberships
CPA Australia (CPA)