JOSEPH MARK LANTERI

Licensee: LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.

JOSEPH MARK LANTERI (Adviser# 001001289) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 1, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOSEPH MARK LANTERI
Adviser Number 001001289
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000239127
LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Licence ABN 88060748594
Adviser Start Date 2012-01-01
Appointing Representative Name LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Appointing Representative Number 000239127
Appointing Representative ABN 88060748594
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • JOSEPH MARK LANTERI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Finance Monash University
Certified Practising Accountant CPA Australia
Master of Professional Accounting Deakin University
RG146 Compliant Monash University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239127 LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD. 2012-01-01 - LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
000239127 LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD. 2008-02-23 - 2015-03-25

Licensee Information

Licence Name LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD.
Licence Number 000239127
Licence ABN 88060748594

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RICHARD ALLEN HULLS Lanteri Partners Financial Management Pty. Ltd. Current 2010-04-01
MICHAEL LANTERI Lanteri Partners Financial Management Pty. Ltd. Current 2010-02-27

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RICHARD ALLEN HULLS Lanteri Partners Financial Management Pty. Ltd. Current 2010-04-01
MICHAEL LANTERI Lanteri Partners Financial Management Pty. Ltd. Current 2010-02-27

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.