Financial Adviser · MELBOURNE, VIC

Alexander Garuccio

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000413957

Alexander Garuccio is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Alexander is currently authorised under Macquarie Equities Limited. Alexander 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 Commerce from Deakin University. Alexander is a member of Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2000
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2012
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Higher Education Pty Limited
2012
Bachelor of Commerce
Deakin University
2013
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2019
Accredited Derivatives Adviser Level 1
Kaplan Higher Education Pty Limited
2019
Accredited Derivatives Adviser Level 2
Kaplan Higher Education Pty Limited
2019
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Apr 2024 - Present Current
Oct 2022 - Present Current
Sep 2019 - Oct 2020 Ceased
MTIS PRIVATE WEALTH PTY LTD
Jan 2016 - Jul 2019 Ceased
Nov 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register