BENI PIETROPICCOLO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2011 - Chartered Financial Analyst - Graduate Diploma (AQF 8) - CFA Institute
2024 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic and legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.