Financial Adviser · PRESTON, VIC

Marcello John Blasi

PRESTON, VIC
36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260408
Currently at
Bundall, QLD (firm address)

Marcello John Blasi is a financial adviser based in Preston, Victoria, with 36 years of experience in the financial services industry since 1990. Marcello is currently authorised under Professional Investment Services, operating through Fundzcorp Wealth Management. Marcello holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcello's qualifications include a Diploma of Financial Planning from FPA. Marcello is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
FPA
2005
Self Managed Super Fund Course
Tower
2009
ASX Securities
Kaplan
2010
Margin Lending
Kaplan

Registration History

Jul 2017 - Present Current
Dec 2003 - Jun 2017 Ceased

Source: ASIC Financial Advisers Register