Financial Adviser · KEYSBOROUGH, VIC

Alan Lionel Marchingo

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000439067

Alan Lionel Marchingo is a financial adviser based in Keysborough, Victoria, with 13 years of experience in the financial services industry. Alan is currently authorised under Vivid Financial Planning Pty Ltd. Alan 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 Graduate Diploma Of Financial Planning from Victoria University. Alan 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

Authorised to provide tax financial advice services

Qualifications and Training

2013
Certificate IV in Finance & Mortgage Broking(FNS40811)
The International Finance Institute
2014
AML / CTF Course
AAMC
2015
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma Of Financial Planning
Victoria University

Registration History

Mar 2016 - Present Current
GOLD FINANCIAL PTY LTD
Nov 2020 - Jun 2023 Ceased
May 2013 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register