Mark La Bozzetta
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001693
- Location
- Blackburn VIC 3130
- Licensee
- Akambo Pty Ltd (AFSL 322056)
- Authorised since
- 3 May 2021
- First provided advice
- 2003
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2002); Diploma of Financial Planning (DFP 1-8), Financial Planning Association of Australian (FPA) (2002); Financial Services Training, Terra Cordis (2015); SMSF Specialist Course, SMSF Strategies & NowInfinity (2015); FPC006, Kaplan (2022); Commercial Law, Kaplan (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, derivatives
- Restriction
- No Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark La Bozzetta
On the Financial Advisers Register kept by ASIC, Mark La Bozzetta appears as a current financial adviser in Blackburn, Victoria, adviser number 001001693.
Mark provides advice as an authorised representative of Akambo Pty Ltd, which holds Australian financial services licence 322056. The current authorisation started on 3 May 2021.
The register records 2003 as the year Mark first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2002), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association of Australian (FPA), 2002) and Financial Services Training (Terra Cordis, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “No Margin Lending.”
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Questions people ask
Is Mark La Bozzetta a registered financial adviser?
Yes. Mark La Bozzetta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001693.
Which licensee does Mark La Bozzetta work under?
Akambo Pty Ltd, Australian financial services licence 322056.
What can Mark La Bozzetta 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; derivatives. It also records this restriction: "No Margin Lending."