Financial Adviser
· SHEPPARTON, VIC
Vincenzo Gagliardi
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226942
About Vincenzo Gagliardi
Vincenzo Gagliardi is a financial adviser based in Shepparton, Victoria, with 27 years of experience in the financial services industry since 1999. Vincenzo is currently authorised under Ozplan Financial Services. Vincenzo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vincenzo's qualifications include a Certified Financial Planner from Deakin University/ Financial Planning Association. Vincenzo 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business
La Trobe University
2003
Diploma of Financial Planning
Deakin University/ Financial Planning Association
2005
Certified Financial Planner
Deakin University/ Financial Planning Association
2006
Self Managed Superannuation Fund
Tribeca
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
LONSDALE FINANCIAL GROUP PTY LTD
QUADRANT SECURITIES PTY LTD
Source: ASIC Financial Advisers Register