Financial Adviser · FORTITUDE VALLEY, QLD

Gino Lorenzo Saggiomo

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250736

Gino Lorenzo Saggiomo is a financial adviser based in Fortitude Valley, Queensland, with 27 years of experience in the financial services industry. Gino is currently authorised under Fitzpatricks Private Wealth Pty Ltd. Gino 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 CFP Certification Program from Financial Planning Association of Australia Limited. Gino is a member of Financial Advice Association of Australia (FAAA), SMSF Association and 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

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services

Tribeca

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2008

CFP Certification Program

Financial Planning Association of Australia Limited

2011

Margin Lending and Geared Investments

Kaplan Professional

2012

SMSF Specialist Accreditation Program

SMSF Association

Registration History

Fitzpatricks Private Wealth Pty Ltd

Mar 2022 - Present Current

Charter Financial Planning Limited

Jan 2004 - Mar 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register