Financial Adviser · BLACKBURN, VIC

Mark La Bozzetta

23 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001001693

Mark La Bozzetta is a financial adviser based in Blackburn, Victoria, with 23 years of experience in the financial services industry. Mark is currently authorised under Akambo Pty Ltd. Mark 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Mark 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 Derivatives Deposit Products Government Bonds

Restrictions: No Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2002

Diploma of Financial Planning (DFP 1-8)

Financial Planning Association of Australian (FPA)

2015

Financial Services Training

Terra Cordis

2015

SMSF Specialist Course

SMSF Strategies & NowInfinity

2022

FPC006

Other - Kaplan

2026

Commercial Law

Kaplan

Registration History

Akambo Pty Ltd

May 2021 - Present Current

No Margin Lending

Count Financial Limited

Dec 2020 - Apr 2021 Ceased

Not authorised to provide personal advice on Margin Lending Facility, Aged Care and Listed Securities (Portfolios > $300k).

OCTILLION PARTNERS PTY LTD

Jul 2005 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register