Financial Adviser · RESERVOIR, VIC

Paolo Amoddio

RESERVOIR, VIC
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001235081
Currently at
Melbourne, VIC (firm address)

About Paolo Amoddio

Paolo Amoddio is a financial adviser based in Reservoir, Victoria, with 11 years of experience in the financial services industry since 2015. Paolo is currently authorised under Interprac Financial Planning. Paolo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paolo's qualifications include a Bachelor of Business (Accounting) from Phillip Institute of Technology. Paolo is a member of CPA Australia (CPA) and Registered Tax Practitioner.

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

1983
Bachelor of Business (Accounting)
Phillip Institute of Technology
1994
Certified Practising Accountant
CPA Australia
2015
Diploma of Financial Planning
Kaplan Professional
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Sep 2015 - Present Current

Source: ASIC Financial Advisers Register