Marc Tenaglia
Financial Adviser
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About
Marc Tenaglia is an ASIC-registered financial adviser based in Caroline Springs, VIC, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning. With a strong foundation built upon a Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma of Financial Services (Financial Planning), both obtained in 2008, Marc has consistently expanded his expertise. He holds further qualifications in Margin Lending and Geared Investments, a Diploma of Financial Services (Finance/Mortgage Broking Management), and specialist knowledge in Self Managed Super Funds. His commitment to professional standards is reflected in his memberships with the Financial Advice Association of Australia (FAAA). Marc is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. This allows him to create holistic strategies that address your unique needs and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marc Tenaglia today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Marc Tenaglia offer?
Marc Tenaglia provides advice on a range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can help you develop a tailored strategy to achieve your financial goals.
What are Marc Tenaglia's qualifications and memberships?
Marc holds a Certificate IV in Financial Services (Finance/Mortgage Broking), a Diploma of Financial Services (Financial Planning), qualifications in Margin Lending and Geared Investments, a Diploma of Financial Services (Finance/Mortgage Broking Management) and specialist knowledge in Self Managed Super Funds. He is a member of the Financial Advice Association of Australia (FAAA).
How does Marc Tenaglia's financial planning process work?
Marc's process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan. He will then work with you to implement the plan and provide ongoing support and advice.
What can I expect during my first meeting with Marc Tenaglia?
During your first meeting, Marc will discuss your financial situation, including your assets, liabilities, income, and expenses. He will also ask about your financial goals and objectives. This information will help him develop a financial plan that meets your specific needs.
Does Marc Tenaglia provide advice on Self Managed Super Funds (SMSFs)?
Yes, Marc has specialist knowledge in Self Managed Super Funds and can provide advice on all aspects of SMSF establishment, management, and compliance.
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