Financial Adviser
· OSBORNE PARK, WA
Carlo Anselmo Borrelli
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243480
Practice
Osborne Park, WA (practice address on ASIC register)
Licensed through Sentry Advice
About Carlo Anselmo Borrelli
Carlo Anselmo Borrelli is a financial adviser based in Osborne Park, Western Australia, with 10 years of experience in the financial services industry since 2016. Carlo works at Future Wealth Planners, which is licensed through Sentry Advice. Carlo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carlo's qualifications include a Graduate Diploma in Applied Finance and Investment from Securities Institute.
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
1999
Graduate Diploma in Applied Finance and Investment
Securities Institute
2002
Graduate Diploma of Financial Planning
FINSIA
2011
FNS04 Financial Services Training Package
terra cordis
2024
Margin Lending Specialist
Kaplan Education Pty Ltd
Registration History
BADGE FINANCIAL PTY LTD
Excluding Margin Lending
SENTRY FINANCIAL PLANNING PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
OZTURES TRADING PTY LTD
Source: ASIC Financial Advisers Register