Samuel Garreffa Financial Planner Report

Name:
Samuel Garreffa

Rep Number:
001006966

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-08-02 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
Financial Planning Association of Australia (FPA)
Accredited Estate Planning Strategist (AEPS)
Financial Planning Association of Australia (FPA)
Accredited Estate Planning Strategist (AEPS�)
The University of South Australia
Bachelor of Business (Commercial Law)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP�)
Kaplan Professional
Graduate Diploma of Financial Planning
Kaplan Professional
Master of Applied Finance

Memberships
Financial Planning Association of Australia (FPA)