ANTHONY POCI

Financial Adviser ยท Templestowe, VIC

Registered

Registration Number

000343904

Registration Status

Registered

Location

Templestowe, VIC 3106

Providing Advice Since

2006

Registration Date

10/08/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University

๐Ÿข Professional Memberships

CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.