Anne-Marie Tassoni
Financial Adviser
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About
Anne-Marie Tassoni is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong educational foundation including a Bachelor of Commerce from the University of Melbourne and a Master of Applied Finance from Kaplan Professional, Anne-Marie combines academic rigour with practical expertise. Her commitment to professional excellence is further demonstrated by her CFP Certification from the Financial Planning Association of Australia (now FAAA) and ongoing professional development, such as the Ethics and Professionalism in Financial Advice course. As a member of the Financial Advice Association of Australia (FAAA), Anne-Marie adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, government debt securities, and foreign exchange. Anne-Marie offers tailored financial solutions, with a focus on building long-term relationships based on trust and understanding. • Superannuation advice to optimise retirement savings • Wealth management strategies to grow and protect your assets • Investment advice including securities, derivatives and other financial products • Strategic advice on Government Debt Securities and Foreign Exchange • Comprehensive financial planning to achieve your life goals Ready to take control of your financial future? Contact Anne-Marie today for a consultation.
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Frequently Asked Questions
What types of financial advice does Anne-Marie Tassoni provide?
Anne-Marie Tassoni provides advice on a range of financial products including superannuation, wealth management, securities, derivatives, government debt securities, and foreign exchange. She can help you with investment strategies, retirement planning, and wealth creation.
What qualifications does Anne-Marie Tassoni have?
Anne-Marie holds a Bachelor of Commerce from the University of Melbourne, a Master of Applied Finance from Kaplan Professional, and CFP Certification from the Financial Planning Association of Australia (now FAAA). She also stays up-to-date with ongoing professional development to provide the best advice.
What is the process for becoming a client of Anne-Marie Tassoni?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. Anne-Marie will then develop a tailored financial plan based on your needs and preferences. This plan will be regularly reviewed and adjusted as your circumstances change.
What can I expect from working with Anne-Marie Tassoni?
You can expect a personalised and professional service focused on helping you achieve your financial goals. Anne-Marie will provide clear and transparent advice, and will always act in your best interests. You will receive regular updates on your financial plan and investment performance.
Why should I choose Anne-Marie Tassoni as my financial adviser?
Anne-Marie has years of experience in the financial services industry, is highly qualified, and a member of the FAAA. She is committed to providing ethical and effective advice. Her focus is on building long-term relationships with her clients based on trust and a deep understanding of their individual needs.
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