Leonardo Antonio Guterres
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000847
- Location
- Sydney NSW 2000
- Licensee
- Central Securities Pty Ltd (AFSL 305918)
- Authorised since
- 14 November 2006
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce in Accounting Finance and Systems, University of New South Wales (1981); Chartered Accountants Professional Year, The Institute of Chartered Accountants in Australia (1985); Securities Institute of Australia Financial Planning 5 day course, Securities Institute of Australia (1997); Securities Institute of Australia – Financial Planning 5 day course, Securities Institute of Australia (1997); Deakin University DFP 8 Financial Plan Construction & Review, Deakin University (1998); Deakin University – DFP 8 Financial Plan Construction & Review, Deakin University (1998); SSA- Specialist SMSF Adviser, SMSF Association (2005)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Leonardo Antonio Guterres
On the Financial Advisers Register kept by ASIC, Leonardo Antonio Guterres appears as a current financial adviser in Sydney, New South Wales, adviser number 001000847.
Advice is given under the Australian financial services licence of Central Securities Pty Ltd, licence number 305918. That authorisation dates from 14 November 2006.
According to the register, Leonardo first provided financial advice in 1997. Qualifications and training on file include Bachelor of Commerce in Accounting Finance and Systems (University of New South Wales, 1981), Chartered Accountants Professional Year (The Institute of Chartered Accountants in Australia, 1985) and Securities Institute of Australia Financial Planning 5 day course (Securities Institute of Australia, 1997). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Leonardo is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Leonardo Antonio Guterres a registered financial adviser?
Yes. Leonardo Antonio Guterres is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000847.
Which licensee does Leonardo Antonio Guterres work under?
Central Securities Pty Ltd, Australian financial services licence 305918.
What can Leonardo Antonio Guterres 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; standard margin lending.