Financial Adviser
· MELBOURNE, VIC
Vincenzo Novelli
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005797
Vincenzo Novelli is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry. Vincenzo is currently authorised under Ord Minnett Limited. Vincenzo holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Vincenzo is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA), SMSF Association and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2000
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
MARGIN LENDING ACCREDITATION PROGRAM
DEAKIN PRIME
2010
PROFESSIONAL DIPLOMA IN STOCKBROKING
DEAKIN PRIME
2011
RG146 COMPLIANCE AND SPAA SSA EXAMINATION
UNIVERSITY OF ADELAIDE
2012
CERTIFICATE IN FOUNDATION TAX
THE TAX INSTITUTE
2017
Tax (Financial) Adviser
TAX PRACTITIONERS BOARD
2026
Certified Financial Planner
Financial Planning Association of Australia Limited