Financial Adviser
· COBURG NORTH, VIC · Claimed profile
Vito D'alessandri
No disciplinary history on record with ASIC
COBURG NORTH,
VIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234615
Licensee
Ringwood, VIC (licence address on ASIC register)
About Vito D'alessandri
Vito D'alessandri is a financial adviser based in Coburg North, Victoria, with 34 years of experience in the financial services industry since 1992. Vito is currently authorised under Nextplan Financial. Vito holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vito's qualifications include a Certified Financial Planner from Financial Planning Association.
Specialisations
Retirement planning
Aged care advisor
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
2003
Certified Financial Planner
Financial Planning Association
2003
Diploma of Financial Planning
Deakin University/ Financial Planning Association
2013
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide / Cavendish
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register