You are here

Home » Financial Adviser

Financial Advisers: MARIO LEONARDI Information

This is the detailed information about MARIO LEONARDI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000244997, the year the Financial Adviser first provided advice is 2018 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:20.

Financial Adviser Number: 000244997
Financial Adviser Name: MARIO LEONARDI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Ingham
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: GPS WEALTH LTD
    Licence Number: 000254544
    Licence ABN: 17005482726
    The company(ies) or people who control the licensee's business: EASTON INVESTMENTS LIMITED
    The date the Financial Adviser commenced the appointment: 2018-09-13
    Authorised Representative Name: LEONARDI ACCOUNTANTS PTY LTD
    Authorised Representative Number: 001267584
    Rep Appointed ABN: 15603047641
    Fin Government Debentures, Stocks or Bonds: 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: Bachelor of Commerce - The University of Queensland ~ RG146 - Superannuation and Self Managed Superannuation Funds - AAMC ~ The Diploma of Financial Planning Unit 1 - Advisor Investment Services
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation - Limited to Self Managed Superannuation Funds

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.