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- Angela Nicole Bernardi
Angela Nicole Bernardi
- Name
- Angela Nicole Bernardi
- ID
- 1264888
- ABN
- –
- First Provided Advice
- 2016
- Restrictions
- This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products:(i) superannuation limited to:(A) self-managed superannuation fund;(B) a persons existing holding in a superannuation product but only to the extent required for:(1) making a recommendation that the person establish a self-managed superannuation fund; and(2) providing advice to the person on contributions or pensions under a superannuation product;(b) provide class of financial product advice for the following classes of financial products:(i) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund; and(ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund;to retail and wholesale clients.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Brodie Long & Grew Pty Limited (#480782)
- Commenced
- Feb. 16, 2016
- Ceased
- Sept. 1, 2021