Financial Adviser · MELBOURNE, VIC

Tony Castellano

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000333319

Tony Castellano is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Tony is currently authorised under Fmd Advisory Services Pty Ltd. Tony 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Tony is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Jun 2023 - Present Current
BANKSIA PARTNERS PTY LTD
Apr 2020 - Jun 2023 Ceased
Feb 2013 - Apr 2020 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
May 2009 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register