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Financial Advisers: FRANCOIS LEONARDO PETITTO Information

This is the detailed information about FRANCOIS LEONARDO PETITTO, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000249108, the year the Financial Adviser first provided advice is 2006 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:23.

Financial Adviser Number: 000249108
Financial Adviser Name: FRANCOIS LEONARDO PETITTO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2006
Adviser Town: MELBOURNE
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2018-02-28
    Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITED
    Authorised Representative Number: 000236643
    Rep Appointed ABN: 42000001007
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 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/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) - NSW Vocational, Education and Training Accreditation Board ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - NSW Vocational, Educational and Training Accreditation Board ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: LIONSGATE FINANCIAL GROUP PTY. LTD.
    Licence Number: 000342766
    Licence ABN: 92140591484
    The date the Financial Adviser commenced the appointment: 2014-05-19
    The date the Financial Adviser ceased the appointment: 2014-07-25
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) - NSW Vocational, Education and Training Accreditation Board ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - NSW Vocational, Educational and Training Accreditation Board ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
    Licence Number: 000234459
    Licence ABN: 26098725145
    The company(ies) or people who control the licensee's business: AUSTRALIAN UNITY LIMITED
    The date the Financial Adviser commenced the appointment: 2014-07-25
    The date the Financial Adviser ceased the appointment: 2018-01-19
    Authorised Representative Name: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
    Authorised Representative Number: 000234459
    Rep Appointed ABN: 26098725145
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) - NSW Vocational, Education and Training Accreditation Board ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - NSW Vocational, Educational and Training Accreditation Board ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
    Licence Number: 000232706
    Licence ABN: 89051208327
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITED
    The date the Financial Adviser commenced the appointment: 2004-01-01
    The date the Financial Adviser ceased the appointment: 2014-05-02
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) - NSW Vocational, Education and Training Accreditation Board ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - NSW Vocational, Educational and Training Accreditation Board ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.