Marcus Occhipinti
Financial Adviser
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About
Marcus Occhipinti is an ASIC-registered financial adviser dedicated to helping individuals and families in Blackburn, VIC, and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Marcus combines extensive knowledge with a client-focused approach to provide tailored financial advice. He holds a Certificate in Financial Markets from the Securities Institute (1998), a Bachelor of Commerce from Deakin University (2000), and a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) (2003). Marcus also completed FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional in 2021, demonstrating his commitment to upholding the highest ethical standards. As a member of the Financial Advice Association of Australia (FAAA), Marcus is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also has expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Marcus offers comprehensive financial planning services, including: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marcus Occhipinti today for a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Marcus Occhipinti offer?
Marcus Occhipinti provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He offers personalized strategies tailored to your specific needs and goals.
What are Marcus Occhipinti's qualifications?
Marcus holds a Certificate in Financial Markets, a Bachelor of Commerce, and a Diploma of Financial Planning. He has also completed training in Ethics and Professionalism in Financial Advice, demonstrating his commitment to providing ethical and professional services.
What is the process for becoming a client of Marcus Occhipinti?
The process typically starts with an initial consultation to discuss your financial situation and goals. Marcus will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Marcus Occhipinti?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Marcus will listen attentively and ask relevant questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Marcus and determine if he is the right financial adviser for you.
Is Marcus Occhipinti a member of any professional organizations?
Yes, Marcus is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct in the financial advice industry.
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