POONAM DI IORIO (Adviser# 001008527) 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 March 7, 2017.
| Register Name | Financial Advisers |
| Adviser Name | POONAM DI IORIO |
| Adviser Number | 001008527 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000482926 NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD |
| Licence Controlled By |
Mal DI GIULIO Poonam DI IORIO |
| Adviser Start Date | 2017-03-07 |
| Appointing Representative Name | NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000482926 |
| Memberships |
Association of Financial Advisers (AFA) Institute Chartered Accountants of Australia SMSF Professionals' Assocation of Australia Taxation Institute of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Margin Lending | Kaplan Professional Education |
| SMSF Specialist Advisor | SMSF Professionals' Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000482926 |
NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: Mal DI GIULIO ~ Poonam DI IORIO |
2017-03-07 - | NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-05-21 - 2016-03-30 | NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD |
| Licence Name | NEXIA PERTH FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000482926 |
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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.