Financial Adviser
· HAWTHORN, VIC
Claudio Orrico
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279160
Claudio Orrico is a financial adviser based in Hawthorn, Victoria, with 36 years of experience in the financial services industry. Claudio is currently authorised under Bg Wealth Management Pty Ltd. Claudio 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 Self Managed Super Fund Course from Tribeca. Claudio 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Self Managed Super Fund Course
Tribeca
2004
Superannuation and Retirement Planning
Tribeca
2005
Managed Investments
Tribeca
2009
ASX Securities
Kaplan
2011
Margin Lending
Kaplan
Registration History
Source: ASIC Financial Advisers Register