Financial Adviser
· PRESTON, VIC
Bruno Anthony Dimasi
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314031
Bruno Anthony Dimasi is a financial adviser based in Preston, Victoria, with 25 years of experience in the financial services industry. Bruno is currently authorised under Lifespan Financial Planning Pty Ltd. Bruno 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 Business from La Trobe University. Bruno is a member of Financial Advice Association of Australia (FAAA).
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
2000
Bachelor of Business
La Trobe University
2007
Advance Diploma of Financial Services (Financial Planning)
Kaplan
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Self Managed Super Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only.
MERITUM FINANCIAL GROUP PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Permitted - Managed Investment Schemes, excluding IDPS - IDPS Only Not Permitted - SMSF
Source: ASIC Financial Advisers Register