ANTHONY RAGONESE
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 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.