Marc Occhipinti Email & Phone Number
Practice Principal and Certified Financial Planner @ Salus Financial
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Marc Occhipinti Location
- Melbourne, VIC, AU
Marc Occhipinti Work
- Practice Principal and Certified Financial Planner @ (August 2023 - Present)
- Practice Principal @ (August 2023 - Present)
- Practice Principal and Certified Financial Planner @ MJO Financial Pty Ltd (July 2008 - August 2023)
- Certified Financial Planner @ (February 2000 - June 2008)
Marc Occhipinti Education
- Deakin University
Bachelor (Commerce)
1994-1999 - St Joseph's College, Newtown, Victoria 1988-1993
Marc Occhipinti Skills
- Estate Planning
- Financial Advisory
- High Net Worth
- Certified Financial
- Financial Planners
- Pensions
- Fixed Annuities
- Government Entitlements
- Retirement Income Strategies
- Personal Risk Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Retirement Income
- Portfolio Management
- Superannuation
- Self Managed
- Investments
- Financial Risk
- Relationship Management
- Wealth Preservation
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Equities
- SMSF
- Savings
- Strategic Financial Planning
- Budgeting
- Investment Strategies
- High Net Worth Individuals
- Risk Management
- Wealth Accumulation
- Asset Management
- Certified Financial Planner
- Disability Insurance
- Wealth Building
- Wealth
- Debt Management
- Small Business
- Wealth Preservation Strategies
- Personal Finance
- Insurance Planning
- Self Managed Superannuation
- Strategic Financial
- Financial Advice
- Term Life Insurance
- Inheritance Tax Planning
- Retirement
- Securities
- Keyman Insurance
- Investment Management
Marc Occhipinti Summary
- Marc Occhipinti, based in Melbourne, VIC, AU, is currently a Practice Principal and Certified Financial Planner at Salus Financial. Marc Occhipinti brings experience from previous roles at Salus Financial, MJO Financial Pty Ltd and Hillross Financial Services. Marc Occhipinti holds a 1994 - 1999 Bachelor in Commerce @ Deakin University. With a robust skill set that includes Estate Planning, Financial Advisory, High Net Worth, Certified Financial, Financial Planners and more. Marc Occhipinti has 1 emails and 1 mobile phone numbers on RocketReach.
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