Financial Adviser · MOONEE PONDS, VIC

Angelo Panella

MOONEE PONDS, VIC

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000251288

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Angelo Panella is a financial adviser based in Moonee Ponds, Victoria, with 36 years of experience in the financial services industry since 1990. Angelo is currently authorised under Akumin Financial Planning. Angelo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angelo holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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