Financial Adviser
· MELBOURNE, VIC
Angelo Anthony Baronessa
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270561
Angelo Anthony Baronessa is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Angelo is currently authorised under Lifespan Financial Planning Pty Ltd. Angelo 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 Economics from La Trobe University.
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
2010
Diploma of Financial Services
RMIT University
2013
Bachelor of Economics
La Trobe University
2017
Advanced Diploma of Financial Planning
Mentor Education
2023
SMSF Regulations and Taxation
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
Source: ASIC Financial Advisers Register