Financial Adviser · SYDNEY, NSW

Alberto Dimarco

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005133

Alberto Dimarco is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Alberto is currently authorised under Pgw Financial Services Pty Ltd. Alberto 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 Bachelor of Commerce from Macquarie University. Alberto is a member of Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Retirement Savings Accounts, Interest in managed investment schemes including IDPS, Superannuation, Debentures, stocks or bonds issued or proposed to be issued by a government, Standard Margin Lending and securities.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce
Macquarie University
2005
ADA2
ASX
2005
ASX Accredited Derivatives Adviser Level 2
Kaplan Professional
2010
Diploma of Financial Services
Kaplan
2011
Provide Advice in Margin Lending
Kaplan Professional

Registration History

Apr 2025 - Present Current
Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Retirement Savings Accounts, Interest in managed investment schemes including IDPS, Superannuation, Debentures, stocks or bonds issued or proposed to be issued by a government, Standard Margin Lending and securities.
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Jul 2019 - Dec 2022 Ceased
Sep 2018 - Apr 2025 Ceased
Mar 2006 - Sep 2018 Ceased

Source: ASIC Financial Advisers Register