Financial Adviser
· RINGWOOD, VIC
Alfredo Rossi
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237796
Alfredo Rossi is a financial adviser based in Ringwood, Victoria, with 11 years of experience in the financial services industry. Alfredo is currently authorised under Lifespan Financial Planning Pty Ltd. Alfredo 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. Alfredo 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
Diploma of Financial Planning
Deakin University
2015
Tier 1 Margin Lending
2016
Self Managed Superannuation Fund Adviser(Personal Advice)
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register