Financial Adviser
· MELBOURNE, VIC
Maurizio Lombardi
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234961
Maurizio Lombardi is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry. Maurizio is currently authorised under Industry Fund Services Limited. Maurizio 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 Bachelor of Commerce from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
Monash University
2004
Diploma Financial Services (Financial Planning)
Tribeca Learning (KAPLAN)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register