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Financial Advisers: ALBERT BORZILLO Information

This is the detailed information about ALBERT BORZILLO, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229872, the year the Financial Adviser first provided advice is 1997 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000229872
Financial Adviser Name: ALBERT BORZILLO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1997
Adviser Town: Birtinya
Adviser State: QLD
Adviser Postcode: 4575
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
    Licence Number: 000234665
    Licence ABN: 35002976294
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2010-10-01
    The date the Financial Adviser ceased the appointment: 2012-08-31
    Authorised Representative Name: ALBERT BORZILLO
    Authorised Representative Number: 000229872
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Practising Accountant - CPA Australia (CPA) ~ Diploma of Business (Accounting) - Bendigo College of Advanced Education ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Specialist in Financial Planning - CPA Australia (CPA)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
    Licence Number: 000323825
    Licence ABN: 93128650037
    The date the Financial Adviser commenced the appointment: 2012-09-01
    The date the Financial Adviser ceased the appointment: 2013-08-20
    Authorised Representative Name: ALBERT BORZILLO
    Authorised Representative Number: 000229872
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Practising Accountant - CPA Australia (CPA) ~ Diploma of Business (Accounting) - Bendigo College of Advanced Education ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Specialist in Financial Planning - CPA Australia (CPA)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: PRIVATE WEALTH PTY LTD
    Licence Number: 000320404
    The date the Financial Adviser commenced the appointment: 2017-01-23
    The date the Financial Adviser ceased the appointment: 2017-10-24
    Authorised Representative Name: PRIVATE WEALTH PTY LTD
    Authorised Representative Number: 000320404
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Practising Accountant - CPA Australia (CPA) ~ Diploma of Business (Accounting) - Bendigo College of Advanced Education ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Specialist in Financial Planning - CPA Australia (CPA)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: WEALTHMED FINANCIAL PTY LTD
    Licence Number: 000318926
    Licence ABN: 24085617705
    The company(ies) or people who control the licensee's business: AZ NEXT GENERATION ADVISORY LIMITED
    The date the Financial Adviser commenced the appointment: 2017-10-24
    Authorised Representative Name: WEALTHMED FINANCIAL PTY LTD
    Authorised Representative Number: 000318926
    Rep Appointed ABN: 24085617705
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Practising Accountant - CPA Australia (CPA) ~ Diploma of Business (Accounting) - Bendigo College of Advanced Education ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Specialist in Financial Planning - CPA Australia (CPA)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.