Financial Adviser · MELBOURNE, VIC

Adrian Dalzotto

MELBOURNE, VIC

10 Years experience

ASIC Registered · ADV 001240320

Currently at

Mutual Trust

Melbourne, VIC (firm address)

View firm profile

About Adrian Dalzotto

Adrian Dalzotto is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Adrian is currently authorised under Mutual Trust. Adrian holds authorisations to advise on superannuation, life insurance, managed investments and securities. Adrian's qualifications include a Certified Financial Planner from FPA.

Authorised to Advise On

Superannuation Life Insurance Managed Investments Securities Deposit Products

Qualifications and Training

2014

Bachelor of Financial Advising

University of Western Sydney

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2021

Certified Financial Planner

FPA

Registration History

Mutual Trust Pty Ltd

Aug 2021 - Present Current

Commonwealth Private Limited

Oct 2020 - Jul 2021 Ceased

Acctpro Financial Services Pty Ltd

Mar 2016 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register