DE Marco Financial Solutions Pty ltd

AFS License Number
485026
Name
DE Marco Financial Solutions Pty ltd
ABN/ACN/ARBN
51139467431
Licensee issued
May 10, 2016
Address
Leichhardt, 2040, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
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:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Lina DE Marco 2016 2015 - Statement of Attainment RG146 - - Finance Education Professionals ~ 2019 - Pension Payment Strategies - Other - SMSFAA