Anthony Ragonese
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266934
- Location
- North Sydney NSW 2060
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 30 October 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, University of Wollongong (2016); Diploma of Financial Planning, Kaplan Professional (2017); Accredited Aged Care Professional, Aged Care Steps (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Ragonese
Anthony Ragonese is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001266934.
The licensee Anthony advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 30 October 2023.
The register records 2018 as the year Anthony first provided financial advice. The qualifications listed for Anthony include Bachelor of Commerce (University of Wollongong, 2016), Diploma of Financial Planning (Kaplan Professional, 2017) and Accredited Aged Care Professional (Aged Care Steps, 2020). Anthony is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Ragonese a registered financial adviser?
Yes. Anthony Ragonese is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266934.
Which licensee does Anthony Ragonese work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Anthony Ragonese give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.