Financial Adviser · MELBOURNE, VIC

John Filippone

MELBOURNE, VIC

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002827

Licensee

Industry Fund Services Limited

Melbourne, VIC (licence address on ASIC register)

View licensee

About John Filippone

John Filippone is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. John works at Industry Fund Services, which is licensed through Industry Fund Services Limited. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Bachelor of Business (Banking and Finance) from Victoria University.

Authorised to Advise On

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

Restrictions: excluding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Business (Banking and Finance)

Victoria University

2002

Diploma of Financial Planning

Kaplan

2003

Taxation Planning

Integratec (Aust) Pty Limited

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2022

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2024

Australian Taxation Law for Tax (financial) Advisers

AAMC Training Group

2026

Superannuation and Retirement Advice

Kaplan Professional

Registration History

Industry Fund Services Limited

Sep 2026 - Present Current

excluding Self Managed Superannuation Funds

Bombora Advice Pty Ltd

May 2024 - Jun 2025 Ceased

Commonwealth Financial Planning Limited

Jan 2020 - Dec 2021 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Commonwealth Financial Planning Limited

Sep 2009 - Jul 2018 Ceased

Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register