Financial Adviser · MELBOURNE, VIC

Lorenz Alphonso

18 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001002025

Lorenz Alphonso is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Lorenz is currently authorised under Industry Fund Services Limited. Lorenz 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 Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Restrictions: 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

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

KAPLAN

2012

Advanced Diploma of Finacial Services (Financial Planning)

KAPLAN

2022

TFAv1 Tax for Financial Advising

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

May 2022 - Present Current

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

Aware Financial Services Australia Limited

Jul 2020 - Jun 2021 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

VICSUPER PTY LTD

Nov 2008 - Jun 2020 Ceased

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