Financial Adviser · BUSSELTON, WA

Anthony John Serafino

1 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001313173

Anthony John Serafino is a financial adviser based in Busselton, Western Australia, with 1 year of experience in the financial services industry. Anthony is currently authorised under Matrix Planning Solutions Limited. Anthony 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 Commerce (Finance and Financial Planning) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2024

Bachelor of Commerce (Finance and Financial Planning)

Curtin University

2026

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Matrix Planning Solutions Limited

Jan 2025 - Present Current

Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register