Alan Michael Giumelli
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250623
- Location
- Milton QLD 4064
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 13 August 2024
- First provided advice
- 1979
- Qualifications
- Diploma of Financial Planning, Deakin University (2004)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Michael Giumelli
Alan Michael Giumelli is a financial adviser in Milton, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000250623.
Alan provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 13 August 2024.
The register records 1979 as the year Alan first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2004).
Alan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Alan Michael Giumelli a registered financial adviser?
Yes. Alan Michael Giumelli is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250623.
Which licensee does Alan Michael Giumelli work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alan Michael Giumelli give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."