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Financial Advisers: MARIO CECERE-PALAZZO Information

This is the detailed information about MARIO CECERE-PALAZZO, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231927, the year the Financial Adviser first provided advice is 2015 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:12.

Financial Adviser Number: 000231927
Financial Adviser Name: MARIO CECERE-PALAZZO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Adelaide
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2017-09-12
    The date the Financial Adviser ceased the appointment: 2020-06-26
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
  2. Financial Adviser Status: Ceased
    Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
    Licence Number: 000357306
    Licence ABN: 54139889535
    The company(ies) or people who control the licensee's business: FORTNUM PRIVATE WEALTH LTD
    The date the Financial Adviser commenced the appointment: 2014-07-11
    The date the Financial Adviser ceased the appointment: 2017-09-12
    Authorised Representative Name: FORTNUM PRIVATE WEALTH LTD
    Authorised Representative Number: 000357306
    Rep Appointed ABN: 54139889535
    Provides details on areas the Financial Adviser is restricted from giving advice on: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only;

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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.