Financial Adviser
· ADELAIDE, SA
Umberto Catalano
No disciplinary history on record with ASIC
ADELAIDE,
SA
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001284684
Umberto Catalano is a financial adviser based in Adelaide, South Australia, with 5 years of experience in the financial services industry since 2021. Umberto is currently authorised under Sa Wealth Solutions. Umberto holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Umberto's qualifications include a Bachelor of Business (Finance) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Excludes Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Business (Finance)
University of South Australia
2020
Ethics and Professionalism in Financial Advice
Kaplan