ANNE-MARIE TASSONI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Commerce - - University of Melbourne
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2012 - CFP Certification Program - - Financial Planning Association of Australia (FPA)
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.