Financial Adviser · GEELONG, VIC

Giovanni Paolo Manserra

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000325258

Currently at

Sydney, NSW

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Giovanni Paolo Manserra is a financial adviser based in Geelong, Victoria, with 18 years of experience in the financial services industry since 2008. Giovanni is currently authorised under Paragem. Giovanni holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Giovanni's qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Giovanni is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and LRS - Life Risk Specialist (FPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2010

Life Risk Specialist

Financial Planning Association of Australia (FPA)

2011

ASX Accredited Listed Product Adviser

Kaplan Professional

2015

Bachelor of Commerce (Financial Planning)

Deakin University

2015

Cavendish & ICFS Specialist SMSF Course

University of Adelaide

2016

5 Unit CFP Certification Program

Financial Planning Association of Australia (FPA)

2016

Margin Lending

Kaplan Professional

2018

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Paragem Pty Limited

Mar 2022 - Present Current

Hillross Financial Services Limited

Jul 2011 - Mar 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

SIRISTON GROUP LTD

May 2008 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register