Poonam Iorio Financial Planner Report

Name:
Poonam Di Iorio

Rep Number:
001008527

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2017-03-07 onwards

Licensee

Appointed By
Name:
Super Confident Consulting Pty Ltd

Licence Number:
000482926

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
Securities
Superannuation

Qualifications
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending
SMSF Professionals' Association of Australia
SMSF Specialist Advisor

Memberships
Association of Financial Advisers (AFA)
Institute Chartered Accountants of Australia
SMSF Professionals' Assocation of Australia
Taxation Institute of Australia