Claudio Orrico
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279160
- Location
- Hawthorn VIC 3122
- Licensee
- BG Wealth Management Pty Ltd (AFSL 496348)
- Authorised since
- 3 November 2021
- First provided advice
- 1990
- Qualifications
- Self Managed Super Fund Course, Tribeca (2004); Superannuation and Retirement Planning, Tribeca (2004); Managed Investments, Tribeca (2005); ASX Securities, Kaplan (2009); Margin Lending, Kaplan (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Claudio Orrico
Claudio Orrico is a financial adviser in Hawthorn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000279160.
Claudio provides advice as an authorised representative of BG Wealth Management Pty Ltd, which holds Australian financial services licence 496348. The current authorisation started on 3 November 2021.
The register records 1990 as the year Claudio first provided financial advice. The qualifications listed for Claudio include Self Managed Super Fund Course (Tribeca, 2004), Superannuation and Retirement Planning (Tribeca, 2004) and Managed Investments (Tribeca, 2005). Claudio is recorded as a member of Financial Advice Association of Australia (FAAA).
Claudio is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Claudio Orrico a registered financial adviser?
Yes. Claudio Orrico is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279160.
Which licensee does Claudio Orrico work under?
BG Wealth Management Pty Ltd, Australian financial services licence 496348.
What can Claudio Orrico give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.