Financial Adviser
· SADLIERS CROSSING, QLD
Stefano Marmotta
No disciplinary history on record with ASIC
SADLIERS CROSSING,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409282
About Stefano Marmotta
Stefano Marmotta is a financial adviser based in Sadliers Crossing, Queensland, with 15 years of experience in the financial services industry since 2011. Stefano is currently authorised under Interprac Financial Planning. Stefano holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefano's qualifications include a Bachelor of Business from Griffith University. Stefano is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and National Tax & Accountants' Association.
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
1995
Bachelor of Business
Griffith University
2000
Graduate Diploma in Financial Management
The University of New England
2011
Diploma in Financial Planning (RG146)
Pinnacle Financial Services
2016
SMSF Core Course
DBA Network Pty Ltd
2018
Chartered Accountant
Chartered Accountants Australia and New Zealand
2020
Ethics and Professionalism in Financial Advise
Ethics - Kaplan Professional