Financial Adviser
· MELBOURNE, VIC
Lorenz Alphonso
No disciplinary history on record with ASIC
MELBOURNE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002025
Lorenz Alphonso is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Lorenz is currently authorised under H.e.s.t. Australia. Lorenz holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Lorenz's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Limited to HESTA products and services
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
KAPLAN
2012
Advanced Diploma of Financial Services (Financial Planning)
KAPLAN
2022
TFAv1 Tax for Financial Advising
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Limited to HESTA products and services
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register