Marcello Blasi

Fundzcorp Financial Services

Gold
32 Yrs Experience
Preston, VIC 3072

Recent reviews

Fundzcorp Financial Services

157 High Street
Preston, VIC 3072

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 7
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.75
7 Reviews
5
4
3
2
1
4.80
Clear communication
4.45
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Marcello has always gone above and beyond. He has a very professional manner and always takes the time to explain everything to me in depth. I am very pleased with his services and would highly recommend him to anyone that I know."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been utilising Marcello’s service for over eight years. From the moment he greeted me with a firm handshake and smile, I know that I was in good hands. I was given clear advice options and explained in simple terms to allow me to make informative decisions. Trust is a huge factor in when you are in the hands of an adviser, Marcello’s honesty and integrity is without question and I would recommend his services to anyone."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marcello, I would like to express my thanks for the work you have done for me over the past years, The expertise and attention to details with which you have handled my financial affairs could not be faulted. Particularly reassuring in the absolute integrity of your continual financial planning. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your service whenever possible. Carla- Client since 2000"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Marcello is very good to deal with, he has a genuine approach in wanting to improve the clients financial status."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Marcelloi is Honest & Trustworthy Hard Working.....will come to you if you have a busy life Abreast with ever changing Laws & regulations informed well connected Tony 3142"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very helpful, knowledgeable and reliable advisor Would be recommending his services to all others for practicle and valuable advise"

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"The Education process and patience shown by Marcello is clearly a major reason why i will recomend his services to Family & friends. Excellent Advisor. ."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
TAL
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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