Financial Adviser
· BULLEEN, VIC
Maria Catena Picciani
No disciplinary history on record with ASIC
BULLEEN,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330738
About Maria Catena Picciani
Maria Catena Picciani is a financial adviser based in Bulleen, Victoria, with 27 years of experience in the financial services industry since 1999. Maria is currently authorised under Capstone Financial Planning, operating through Willow Wealth Management. Maria holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maria's qualifications include a Diploma of Financial Planning from Kaplan Professional. Maria 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
2002
Diploma of Financial Planning
Kaplan Professional
2012
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2012
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Super Funds
Kaplan Professional
2014
Advanced Self Managed Super Funds
Kaplan Professional