Financial Adviser
· MELBOURNE, VIC
Anne-marie Tassoni
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334996
Anne-marie Tassoni is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Anne-marie is currently authorised under Cameron Harrison Private Pty Ltd. Anne-marie holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia (FPA). Anne-marie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
University of Melbourne
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Master of Applied Finance
Kaplan Professional
2012
CFP Certification Program
Financial Planning Association of Australia (FPA)
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional