Financial Adviser
· MELBOURNE, VIC
Anna Maria Garuccio
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000224782
Anna Maria Garuccio is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Anna is currently authorised under Clime Advice Pty Ltd. Anna 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 Diploma of Financial Planning from FAAA. Anna is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
ASX Accredited Listed Product Adviser (ALPA) Program
Kaplan Professional
2009
Diploma of Financial Planning
FAAA
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Fellow Charter Financial Practitioner
Mentor Education Group