Data sourced from ASIC Financial Advisers Register
Financial Adviser · PRESTON, VIC

Marcello John Blasi

PRESTON, VIC
36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260408
Practice
Fundzcorp Wealth Management
Preston, VIC (practice address on ASIC register)
Licensed through Professional Investment Services
View practice

About Marcello John Blasi

Marcello John Blasi is a financial adviser based in Preston, Victoria, with 36 years of experience in the financial services industry since 1990. Marcello works at Fundzcorp Wealth Management, which is licensed through Professional Investment Services. Marcello holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcello's qualifications include a Diploma of Financial Planning from FPA. Marcello is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2001
Diploma of Financial Planning
FPA
2005
Self Managed Super Fund Course
Tower
2009
ASX Securities
Kaplan
2010
Margin Lending
Kaplan

Registration History

Professional Investment Services Pty Ltd
Jul 2017 - Present Current
Professional Investment Services Pty Ltd
Dec 2003 - Jun 2017 Ceased

Source: ASIC Financial Advisers Register