Financial Adviser
· SYDNEY, NSW
Joseph Portelli
No disciplinary history on record with ASIC
SYDNEY,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000195
Joseph Portelli is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry since 1998. Joseph is currently authorised under Lorica Partners. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Bachelor of Economics from University of Sydney. Joseph is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board.
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
1991
Bachelor of Economics
University of Sydney
1997
Diploma of Superannuation Management
Association of Superannuation Funds of Australia
1999
Diploma of Financial Planning
- Deakin University
2005
Certificate of Applied SMSF Advice
Australian Executor Trustees
2010
Certificate
- Kaplan