Financial Adviser · IVANHOE EAST, VIC

Vito Paonessa

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242770

Vito Paonessa is a financial adviser based in Ivanhoe East, Victoria, with 25 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 Bachelor of Business from Phillip Institute of Technology. Vito is a member of CPA Australia (CPA).

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

1989
Bachelor of Business
Phillip Institute of Technology
2002
Graduate Diploma in Financial Planning
Securities Institute

Registration History

May 2020 - Present Current
Jan 2004 - May 2020 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register