RICARDO POLETTI (Adviser# 001003655) 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 February 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | RICARDO POLETTI |
| Adviser Number | 001003655 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000240769 WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD |
| Licence ABN | 93002367839 |
| Adviser Start Date | 2017-02-16 |
| Appointing Representative Name | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD |
| Appointing Representative Number | 000240769 |
| Appointing Representative ABN | 93002367839 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Financial Planning) | University of Woollongong |
| Certified Financial Planner | Financial Planning Association Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240769 | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD | 2017-02-16 - | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD |
| 000314018 | COMMONWEALTH PRIVATE LIMITED | 2015-02-11 - 2016-12-19 | COMMONWEALTH PRIVATE LIMITED |
| Licence Name | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD |
| Licence Number | 000240769 |
| Licence ABN | 93002367839 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL FERLAUTO | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2017-04-10 |
| CHARIS LIEW | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2017-02-01 |
| AMY EARLY | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2016-05-16 |
| PAUL LUU | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2016-04-04 |
| SCOTT GIRDLESTONE | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2009-12-08 |
| FAUSTO PASTRO | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2003-11-18 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL FERLAUTO | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2017-04-10 |
| CHARIS LIEW | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2017-02-01 |
| AMY EARLY | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2016-05-16 |
| PAUL LUU | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2016-04-04 |
| SCOTT GIRDLESTONE | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2009-12-08 |
| FAUSTO PASTRO | William Buck Wealth Advisors (nsw) Pty Ltd | Current | 2003-11-18 |
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| 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.