Frank D'alessandro profile photo
5.00
1 Review

Frank D'alessandro

Aqua Wealth Pty Ltd

Silver
31 Yrs Experience
Niddrie, VIC 3042

Recent reviews

Aqua Wealth Pty Ltd

384 Keilor Road
Niddrie, VIC 3042

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Growing Assets

My fees

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

Licensed by

Paragem Pty Ltd

AFSL 297276

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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Likely to recommend
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5.00

"Frank D'Alessandro has always provided practical and realistic advice for our situation and needs. Various products and strategies have always been discussed openly and we are always given options. Products are explained in plain English. We have never felt pressured and the final decision is always ours."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Margin Lending

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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