Financial Adviser
· BLACKBURN, VIC
Marcus John Occhipinti
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247786
Marcus John Occhipinti is a financial adviser based in Blackburn, Victoria, with 26 years of experience in the financial services industry. Marcus is currently authorised under Pecunia Financial Services Pty Ltd. Marcus 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 Deakin University. Marcus is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certificate in Financial Markets
Securities Institute
2000
Bachelor of Commerce
Deakin University
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register