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Financial Advisers: ROBERT BRUNO LATTANZI Information

This is the detailed information about ROBERT BRUNO LATTANZI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000463988, the year the Financial Adviser first provided advice is 2003 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:20.

Financial Adviser Number: 000463988
Financial Adviser Name: ROBERT BRUNO LATTANZI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2003
Adviser Town: BONDI JUNCTION
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
    Licence Number: 000230323
    Licence ABN: 65006373995
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2020-10-12
    Authorised Representative Name: CONSULTUM FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000230323
    Rep Appointed ABN: 65006373995
    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 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
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    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: MORGANS FINANCIAL LIMITED
    Licence Number: 000235410
    Licence ABN: 49010669726
    The date the Financial Adviser commenced the appointment: 2014-08-28
    The date the Financial Adviser ceased the appointment: 2015-09-08
    Authorised Representative Name: MORGANS FINANCIAL LIMITED
    Authorised Representative Number: 000235410
    Rep Appointed ABN: 49010669726
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    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: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
    Licence Number: 000240813
    Licence ABN: 19009145555
    The company(ies) or people who control the licensee's business: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
    The date the Financial Adviser commenced the appointment: 2013-01-02
    The date the Financial Adviser ceased the appointment: 2014-08-16
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    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: 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: 2015-12-09
    The date the Financial Adviser ceased the appointment: 2017-10-04
    Authorised Representative Name: CHARTER FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000234665
    Rep Appointed ABN: 35002976294
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
  5. Financial Adviser Status: Ceased
    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: 2008-04-01
    The date the Financial Adviser ceased the appointment: 2012-09-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  6. Financial Adviser Status: Ceased
    Name of the licence holder: MACQUARIE EQUITIES LIMITED
    Licence Number: 000237504
    Licence ABN: 41002574923
    The company(ies) or people who control the licensee's business: MACQUARIE GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2017-10-04
    The date the Financial Adviser ceased the appointment: 2019-04-01
    Authorised Representative Name: MACQUARIE EQUITIES LIMITED
    Authorised Representative Number: 000237504
    Rep Appointed ABN: 41002574923
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
    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.