Vincenzo Gagliardi
Financial Adviser in Shepparton, Victoria, Australia
Review Vincenzo Gagliardi
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000226942
- Location
- Shepparton VIC 3630
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 6 October 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, La Trobe University (1998); Diploma of Financial Planning, Deakin University/ Financial Planning Association (2003); Certified Financial Planner, Deakin University/ Financial Planning Association (2005); Self Managed Superannuation Fund, Tribeca (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Vincenzo Gagliardi
Vincenzo Gagliardi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Shepparton, Victoria (adviser number 000226942).
Vincenzo provides advice as an authorised representative of Ozplan Financial Services Pty Ltd, which holds Australian financial services licence 221235. That authorisation dates from 6 October 2021.
The register records 1999 as the year Vincenzo first provided financial advice. The qualifications listed for Vincenzo include Bachelor of Business (La Trobe University, 1998), Diploma of Financial Planning (Deakin University/ Financial Planning Association, 2003) and Certified Financial Planner (Deakin University/ Financial Planning Association, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Vincenzo is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Vincenzo Gagliardi here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Vincenzo Gagliardi a registered financial adviser?
Yes. Vincenzo Gagliardi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226942.
Which licensee does Vincenzo Gagliardi work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Vincenzo Gagliardi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.