Angelo Panella
Financial Adviser in Moonee Ponds, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000251288
- Location
- Moonee Ponds VIC 3039
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Angelo Panella
On the Financial Advisers Register kept by ASIC, Angelo Panella appears as a current financial adviser in Moonee Ponds, Victoria, adviser number 000251288.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 January 2004.
The register records 1990 as the year Angelo first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Angelo Panella a registered financial adviser?
Yes. Angelo Panella is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000251288.
Which licensee does Angelo Panella work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Angelo Panella 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."