Financial Adviser · BUNDOORA, VIC

Giuseppe Formica

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250749

Giuseppe Formica is a financial adviser based in Bundoora, Victoria, with 21 years of experience in the financial services industry. Giuseppe is currently authorised under Alliance Wealth Pty Ltd. Giuseppe 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 Associate Diploma of Business Accounting from Victoria University. Giuseppe is a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association - SMSF Specialist Advisor (SSA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992
Associate Diploma of Business Accounting
Victoria University
1997
Diploma of Financial Planning
Financial Planning Association

Registration History

Nov 2019 - Present Current
Feb 2009 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register