Financial Adviser
· CANTERBURY, VIC
Gary Pizzo
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300146
Gary Pizzo is a financial adviser based in Canterbury, Victoria, with 30 years of experience in the financial services industry since 1996. Gary is currently authorised under Halcyon Wealth Management, operating through Halcyon Private Wealth. Gary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gary's qualifications include a Bachelor or Business from Victoria University. Gary 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor or Business
Victoria University
1999
Graduate Diploma in Applied Finance and Investment
Securities institute
2013
Diploma of Financial Planning
Investment Banking Institute
2014
Self Managed Superannuation Funds
Kaplan
2016
Tier 1 Margin Lending
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
MONEY GUIDANCE PTY. LTD.
WEALTH TRAIL PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
GWM ADVISER SERVICES PTY LTD
"Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."
Source: ASIC Financial Advisers Register