Aaron Trombetta Financial Planner Report

Name:
Aaron D Trombetta

Rep Number:
001233042

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-07-01 onwards

Licensee
Name:

Number:
000230637

ABN:
36 076 858 494

Controlled By:

Appointed By
Name:
William Buck Wealth Advisors (sa) Pty Ltd

Licence Number:
000230637

ABN:
36 076 858 494

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
University of South Australia
Bachelor of Business (Banking & Finance)
Kaplan
Certificate IV in Finance & Mortgage Broking
Financial Services Institute of Australia
Graduate Certificate in Financial Planning
Kaplan
Master of Applied Finance
SMSF Association
SMSF Specialist Advisor

Memberships
Association of Financial Advisers (AFA)