Financial Adviser · FORTITUDE VALLEY, QLD

Saverio Angi

22 Years experience

Tax advice
authorised

Currently at

Cutcher & Neale Financial Services Pty Ltd

Newcastle West, NSW

View firm profile

ASIC Registered · ADV 001050290

Saverio Angi is a financial adviser based in Fortitude Valley, Queensland, with 22 years of experience in the financial services industry. Saverio is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Saverio holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology. Saverio is a member of Financial Advice Association of Australia (FAAA), National Tax & Accountants Association and The Tax Institute.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Accountancy)

Queensland University of Technology

2002

DFP001 Introduction to Financial Planning

Financial Planning Association of Australia

2002

DFP002 Risk Management and Insurance Planning

Financial Planning Association of Australia

2002

DFP004 Retirement Planning

Financial Planning Association of Australia

2002

Financial Planning Proper Authority Course

The Securities Institute and The Institute of Chartered Accountants in Australia

Registration History

Cutcher & Neale Financial Services Pty Ltd

Dec 2023 - Present Current

Cutcher & Neale Financial Services Pty Ltd

Aug 2021 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Ipw Licence Pty Ltd

Feb 2004 - Sep 2021 Ceased

Source: ASIC Financial Advisers Register