Financial Adviser
· DOCKLANDS, VIC
Marcello Rogliano
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254165
Marcello Rogliano is a financial adviser based in Docklands, Victoria, with 9 years of experience in the financial services industry. Marcello is currently authorised under Ccafp Wealth Pty Ltd. Marcello 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 Business (Banking and Finance/International Trade) from Victoria University. Marcello 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business (Banking and Finance/International Trade)
Victoria University
2016
Diploma of Financial Planning
Integrity Education Group
2020
ASX Listed Products Accreditation Course
LPAC Online
2021
Self Managed Superannuation Fund Adviser (Personal Advice) Course
Mentor Education
2025
Graduate Certificate of Financial Planning
Deakin University
Registration History
Source: ASIC Financial Advisers Register