Financial Adviser
· VIEWBANK, VIC
Bruno Dimasi
No disciplinary history on record with ASIC
VIEWBANK,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314031
About Bruno Dimasi
Bruno Dimasi is a financial adviser based in Viewbank, Victoria, with 25 years of experience in the financial services industry since 2001. Bruno is currently authorised under Avana Financial Solutions. Bruno holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bruno's 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
La Trobe University
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2010
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional Education
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