Financial Adviser · PERTH, WA

Antonio Monterosso

38 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002635

Antonio Monterosso is a financial adviser based in Perth, Western Australia, with 38 years of experience in the financial services industry since 1988. Antonio is currently authorised under Bridges Financial Services. Antonio holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Antonio's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd. Antonio is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1991
Certified Financial Planner
Financial Planning Association of Australia Ltd
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia Ltd
2011
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
May 2012 - Aug 2020 Ceased
GWM ADVISER SERVICES PTY LTD
Jul 1995 - May 2012 Ceased

Source: ASIC Financial Advisers Register