ANTONIO MONTEROSSO
Financial Adviser · Perth, WA
📚 Qualifications & Training
1991 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Ltd
2003 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
2011 - FNSASICR503A Provide Advice in Margin Lending - Other - GWM Adviser Services Ltd
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board (TPB)
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.