Starting as a graduate in 2014, Marcello has progressed through CCA Financial Planners in various roles including, Client Services, Para-planning and Office management before his appointment in 2017 as a licensed Financial Adviser. Marcello has been working in the finance industry since 2011 and prides himself on his strong customer services skills. Marcello’s main focus is on risk management strategies to ensure clients and their families are protected financially should they be unable to work due to sickness and/or injury as well as wealth creation strategies to help clients on their road to achieving financial freedom.
Marcello is very passionate about not only ensuring that a sound financial plan is put in place but also ensuring that the plan is implemented and reviewed and monitored regularly as part of his ongoing review service program.
Qualifications and specialties include:
- Bachelor of Business (Banking and Finance/International Trade)
- Diploma of Financial Planning
- Self Managed Superannuation Fund Adviser (Personal Advice)