Marcello Blasi
Fundzcorp Financial Services
Recent reviews
Fundzcorp Financial Services
157 High StreetPreston, VIC 3072
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 1990
- Years of experience 32
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Expertise
My fees
Licensed by
Professional Investment Services Pty Ltd
AFSL 234951
Sort by
Adriana, < 35 years, Donvale, VIC
"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
Frank, 46 - 55 years, Berwick, VIC
"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
Carla, 65+ years, Nunawading, VIC
"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
George, 65+ years, Richmond, VIC
"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
Tony, 56 - 65 years, Toorak, VIC
"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
Nadia, < 35 years
"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
Luigi, 46 - 55 years
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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