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Gary Pizzo

Name
Gary Pizzo
ID
300146
ABN
–
First Provided Advice
1996

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1994 - Bachelor or Business - Bachelor Degree (AQF 7) - Victoria University
  • 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities institute
  • 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute
  • 2014 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
  • 2016 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Affinia Financial Advisers Limited (#237857)
Commenced
March 16, 2018
Ceased
Jan. 29, 2021
Status
Ceased
Licence Holder
Lifespan Financial Planning Pty Ltd (#229892)
Commenced
Nov. 15, 2022
Ceased
Jan. 31, 2023
Status
Ceased
Licence Holder
Money Guidance Pty. Ltd. (#241407)
Commenced
Sept. 9, 2021
Ceased
Nov. 14, 2022
Status
Ceased
Licence Holder
Wealth Trail Pty Ltd (#521516)
Commenced
Jan. 29, 2021
Ceased
Aug. 27, 2021
Status
Current
Licence Holder
Halcyon Wealth Management Pty ltd (#513308)
Commenced
Feb. 6, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Aug. 27, 2013
Ceased
July 1, 2016
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
July 5, 2016
Ceased
March 16, 2018