Financial Adviser · ESSENDON NORTH, VIC

Maurice Giampetrone

ESSENDON NORTH, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000237100

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Maurice Giampetrone

Maurice Giampetrone is a financial adviser based in Essendon North, Victoria, with 22 years of experience in the financial services industry since 2004. Maurice is currently authorised under Lifespan Financial Planning. Maurice holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maurice's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca. Maurice is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2007

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending

MLC

Registration History

Lifespan Financial Planning Pty Ltd

Oct 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Interprac Financial Planning Pty Ltd

Mar 2023 - Oct 2026 Ceased

Consultum Financial Advisers Pty Ltd

Dec 2018 - Feb 2023 Ceased

Advice on superannuation excludes self managed superannuation funds

MERITUM FINANCIAL GROUP PTY LTD

Oct 2017 - Dec 2018 Ceased

MERITUM FINANCIAL GROUP PTY LTD

Nov 2016 - Oct 2017 Ceased

MERITUM FINANCIAL GROUP PTY LTD

May 2004 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register