Financial Adviser · COBURG NORTH, VIC

Vito D'alessandri

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000234615

Vito D'alessandri is a financial adviser based in Coburg North, Victoria, with 34 years of experience in the financial services industry. Vito is currently authorised under Nextplan Financial Pty Ltd. Vito 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 from Financial Planning Association.

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

2003
Certified Financial Planner
Financial Planning Association
2003
Diploma of Financial Planning
Deakin University/ Financial Planning Association
2013
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide / Cavendish

Registration History

Jun 2020 - Present Current
Jul 2018 - Jun 2020 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Mar 2016 - Jun 2018 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Nov 2005 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register