Financial Adviser · CASTLE HILL, NSW

Michael Rambaldini

CASTLE HILL, NSW

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239826

Currently at

Roccaforte Financial

Bundall, QLD (firm address)

View firm profile

Michael Rambaldini is a financial adviser based in Castle Hill, New South Wales, with 31 years of experience in the financial services industry since 1995. Michael is currently authorised under Alliance Wealth, operating through Roccaforte Financial. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia. Michael is a member of Certified Financial Planner (CFP) and SMSF Professionals' Association of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011

Margin Lending and Geared Investments

Kaplan Professional

2013

Specialist SMSF Course

University Of Adelaide

2015

Diploma of Financial Planning

Financial Planning Association of Australia

2017

Accredited Aged Care Professional

Aged Care Steps

Registration History

Alliance Wealth Pty Ltd

Nov 2023 - Present Current

Viridian Advisory Pty Ltd

Jul 2022 - Nov 2023 Ceased

Infinity Capital Solutions Pty Ltd

Jul 2019 - Jun 2022 Ceased

MAGNITUDE GROUP PTY LTD

May 2015 - Jul 2019 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Apr 2005 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register