Financial Adviser · MELBOURNE, VIC

Anthony Picone

MELBOURNE, VIC
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001230
Currently at
Melbourne, VIC (firm address)

About Anthony Picone

Anthony Picone is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Anthony is currently authorised under Steward Wealth. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Bachelor of Business (Accounting) from RMIT University. Anthony is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business (Accounting)
RMIT University
1998
Diploma In Financial Planning
FPA
2008
ASX Derivatives 1 Accreditation
Kaplan
2014
SMSF Specialist Adviser
SMSF Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Feb 2013 - Present Current
Dec 1999 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register