Financial Adviser
· BALWYN, VIC
Jack Barnard Mascitelli
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298117
Jack Barnard Mascitelli is a financial adviser based in Balwyn, Victoria, with 3 years of experience in the financial services industry. Jack is currently authorised under Cadre Corporate Pty Ltd. Jack 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 With Distinction from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: SMSF Advice
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce With Distinction
Deakin University
2020
Bachelor of Laws With Distinction
Deakin University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Specialist SMSF Online Course
SuperConcepts & University of Adelaide