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  3. Jose Antonio Perez Retamal

Jose Antonio Perez Retamal

Name
Jose Antonio Perez Retamal
ID
1264351
ABN
–
First Provided Advice
2013

Qualifications

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

  • 2013 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)
  • 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
  • 2015 - Principles in Self Managed Superannuation Funds - - International Institute of Technology Pty Ltd (IIT)
  • 2018 - MLFNS - Principles of Margin Lending - Other - International Institute of Technology Pty Ltd (IIT)
  • 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

Memberships

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

Licencee

Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Feb. 1, 2023
Ceased
March 31, 2023
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
April 1, 2023
Ceased
Aug. 25, 2023
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
July 5, 2021
Ceased
Nov. 16, 2022
Status
Ceased
Licence Holder
Premium Advisory Pty Ltd (#472548)
Commenced
April 19, 2021
Ceased
May 31, 2021
Status
Current
Licence Holder
Plan 2 Pty ltd (#237874)
Commenced
Sept. 1, 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
Akumin Financial Planning Pty Limited (#232706)
Commenced
Feb. 16, 2013
Ceased
Oct. 18, 2013
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
June 29, 2016
Ceased
Jan. 19, 2018
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Oct. 21, 2013
Ceased
March 17, 2016
Status
Ceased
Licence Holder
Skylight Financial Solutions Pty Ltd (#450139)
Commenced
May 8, 2018
Ceased
April 14, 2021