ANDREW LICCIARDI
Financial Adviser · Ivanhoe, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Economics / Finance & Management) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2009 - Graduate Certificate of Wealth Management - Graduate Certificate (AQF 8) - Deakin University
2010 - Certified Financial Planner (CFP) Program - - Financial Planning Association of Australia
2015 - Aged Care Steps accreditation training program - Accredited Aged Care Professional - - Aged Care Steps
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.