Financial Adviser · NORTH SYDNEY, NSW

Mitchell Robert Gallina

NORTH SYDNEY, NSW
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001267
Currently at
Sydney, NSW (firm address)

About Mitchell Robert Gallina

Mitchell Robert Gallina is a financial adviser based in North Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Mitchell is currently authorised under Fortnum Private Wealth. Mitchell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mitchell's qualifications include a Bachelor of Commerce (Financial Planning & Marketing) from University of Wollongong. Mitchell is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2010
Bachelor of Commerce (Financial Planning & Marketing)
University of Wollongong
2015
ALPA
Kaplan
2019
SuperConcepts & ICFS Specialist SMSF course
Super Concepts
2020
Ethics in Financial Planning
Ethics - UTS
2024
Graduate Diploma in Financial Planning
University of Technology Sydney

Registration History

Aug 2019 - Present Current
Nov 2016 - Aug 2019 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Feb 2014 - Oct 2016 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Jun 2013 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register