Marcello Blasi
Financial Adviser
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About
Marcello Blasi is an ASIC-registered financial adviser dedicated to helping clients in Preston and throughout Victoria achieve their financial goals. With a Diploma of Financial Planning from FPA (2001), a Self Managed Super Fund Course from Tower (2005), ASX Securities certification from Kaplan (2009), and Margin Lending certification from Kaplan (2010), Marcello possesses a wealth of knowledge and experience to guide you through every step of your financial journey. He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating his commitment to upholding the highest ethical and professional standards. As an authorised financial adviser, Marcello provides comprehensive advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marcello today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
Specialisations
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Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Marcello Blasi offer?
Marcello specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications and memberships does Marcello hold?
Marcello holds a Diploma of Financial Planning from FPA (2001), a Self Managed Super Fund Course from Tower (2005), ASX Securities certification from Kaplan (2009), and Margin Lending certification from Kaplan (2010). He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How does Marcello Blasi approach financial planning?
Marcello takes a personalised approach, working closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops tailored strategies to help them achieve financial security and peace of mind.
What should I expect during my first meeting with Marcello?
During your first meeting, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Marcello will explain his services and how he can help you achieve your objectives.
How can Marcello help me plan for my retirement?
Marcello can help you develop a comprehensive retirement plan that considers your current savings, projected expenses, and desired lifestyle. He can also provide advice on superannuation strategies, investment options, and income streams to ensure a comfortable retirement.
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