Anthony Ragonese

Financial Adviser

ASIC adviser number:

001266934

Qualifications and training:

2016, Bachelor of Commerce, Bachelor Degree (AQF 7), University of Wollongong
2017, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Professional
2020, Accredited Aged Care Professional, Other, Aged Care Steps
2022, Accredited Listed Product Adviser Program, Other, Kaplan Professional
2024, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan

When adviser first provided advice:

2018

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 4, 65 Walker St.
North Sydney NSW 2060

Website:

https://www.cp1.com.au/

AFS licence holder name:

Fortnum Private Wealth Ltd

AFS licence number:

000357306

Licence controlled by:

Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».