AFF.ICAA FIPA B.BUS Dip FP SSATM
Rocco is a Director of MGI Parkinson & MGI Perth Financial Services. Having spent more than 20 years experience in Business Advisory & Taxation for SME's, Rocco's predominant focus is Superannuation and Strategic Retirement advice, with emphasis on Self Managed Superannuation related matters.
Rocco holds a Full Diploma in Financial Planning, Bachelor of Business Degree, is an Affiliate of the ICAA, a Fellow (FIPA) of the IPA (IPA), a SMSF Association Accredited SMSF Specialist Advisor (SSA) and a Registered Tax Agent.
Rocco Fazari can provide advice on and deal in the following products:-
- Establishment of self-managed superannuation funds
- Account-based and transition to retirement pension
- Limited Recourse Borrowing Arrangements
- Contribution levels
- Investment Strategies
- Rollovers and Benefit Payments
- SMSF in-specie contributions
- SMSF Related Party Acquisitions
We will only recommend a product or strategy to you after considering its appropriateness and suitability to your individual situation and needs.
We do not provide Insurance and/ or investment advice, however we will refer you to a specialised Synchron professional advisor who can service your appropriate insurance and investment requirements.
MGI Perth Financial Services Pty Ltd trading as MGI Perth Financial Services (Corporate Authorised Representative No. 1245590) and Rocco Fazari (Authorised Representative No. 377855) are acting under authority from Synchron (Australian Financial Services Licence 243313).