Financial Adviser
· MELBOURNE, VIC
Anthony Matthew Lucarelli
No disciplinary history on record with ASIC
MELBOURNE,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300514
Anthony Matthew Lucarelli is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Anthony is currently authorised under Bridgewood Private Wealth. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Bachelor of Business (International Business) from RMIT. Anthony 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business (International Business)
RMIT
2020
Graduate Diploma of Financial Planning
Kaplan