Financial Adviser · KOGARAH, NSW

Gabriel Joseph Vella

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000321407

Gabriel Joseph Vella is a financial adviser based in Kogarah, New South Wales, with 18 years of experience in the financial services industry. Gabriel is currently authorised under Alliance Wealth Pty Ltd. Gabriel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Self Managed Superannuation Funds Program
Kaplan Professional
2011
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2015
Certificate IV in Finance an Mortgage Broking
Kaplan Professional
2018
Tier 1 Margin Lending
Other - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Jan 2017 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Jul 2014 - May 2015 Ceased
Apr 2011 - Jan 2014 Ceased
PRINCIPAL FINANCIAL GROUP PTY LTD
Jan 2009 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register