Financial Adviser · MELBOURNE, VIC

Jesmond William Azzopardi

31 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005617

Jesmond William Azzopardi is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry. Jesmond is currently authorised under Count Financial Limited. Jesmond 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 (DFP1-8) from Financial Planning Association of Australia (FPA).

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

2000
Financial Planning Principles and Practice Module 2 Wealth Protection
Securities Institute
2001
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia (FPA)
2018
Margin Lending Accreditation Program
DeakinCo
2018
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Sep 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Nov 2019 - Sep 2023 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
May 2016 - Oct 2019 Ceased
Aug 2005 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register