ANNA MARIA GARUCCIO
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2009 - ASX Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Professional
2009 - Diploma of Financial Planning - Diploma (AQF 5) - FAAA
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Fellow Charter Financial Practitioner - - Mentor Education Group
🏢 Professional Memberships
SMSF Association
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.