Financial Adviser
· FITZROY NORTH, VIC
Franco Trimboli
No disciplinary history on record with ASIC
FITZROY NORTH,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008628
About Franco Trimboli
Franco Trimboli is a financial adviser based in Fitzroy North, Victoria, with 11 years of experience in the financial services industry since 2015. Franco is currently authorised under Dja Capital. Franco holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Franco's qualifications include a Bachelor of Business (Economics and Finance) from RMIT University. Franco is a member of Financial Advice Association of Australia (FAAA).
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
2013
Bachelor of Business (Economics and Finance)
RMIT University
2014
Diploma of Financial Planning
Integrity Education Group
2017
Advanced Diploma of Financial Planning
Integrity Education Group
2021
Tax (Financial) Adviser
Tax Practitioners Board
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register