Financial Adviser · ALBERT PARK, VIC

Anthony D'alessandro

ALBERT PARK, VIC

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000223011

Currently at

Asvw Financial Services

Cheltenham, VIC (firm address)

View firm profile

About Anthony D'alessandro

Anthony D'alessandro is a financial adviser based in Albert Park, Victoria, with 31 years of experience in the financial services industry since 1995. Anthony is currently authorised under Asvw Financial Services. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Advanced Diploma Financial Services (Financial Planning) from Tribeca. Anthony is a member of Financial Advice Association of Australia (FAAA), MFAA and SMSF Association.

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

2002

Diploma Financial Services (Financial Planning)

Tribeca

2006

Advanced Diploma Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional

2011

Self Managed Super Funds Strategies Intensive Borrowing Course

SMSF Strategies

Registration History

Asvw Financial Services Pty Ltd

Nov 2021 - Present Current

Consultum Financial Advisers Pty Ltd

Apr 2013 - Nov 2021 Ceased

Chpw Financial Pty Ltd

Apr 2012 - Mar 2013 Ceased

WEALTH PROTECTION ADVICE GROUP PTY. LTD.

Jun 2009 - May 2012 Ceased

Source: ASIC Financial Advisers Register