Giuseppe Formica
Financial Adviser in Bundoora, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250749
- Location
- Bundoora VIC 3083
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 5 November 2019
- First provided advice
- 2005
- Qualifications
- Associate Diploma of Business Accounting, Victoria University (1992); Diploma of Financial Planning, Financial Planning Association (1997)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; SMSF Association - SMSF Specialist Advisor (SSA)
- 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 Giuseppe Formica
Giuseppe Formica is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundoora, Victoria (adviser number 000250749).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 5 November 2019.
According to the register, Giuseppe first provided financial advice in 2005. Qualifications and training on file include Associate Diploma of Business Accounting (Victoria University, 1992) and Diploma of Financial Planning (Financial Planning Association, 1997). Giuseppe is recorded as a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) – Certified Financial Planner and SMSF Association – SMSF Specialist Advisor (SSA).
Giuseppe 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 Giuseppe Formica a registered financial adviser?
Yes. Giuseppe Formica is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250749.
Which licensee does Giuseppe Formica work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Giuseppe Formica 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.