CARLO ANSELMO BORRELLI
Financial Adviser · Mount Hawthorn, WA
📚 Qualifications & Training
1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2011 - FNS04 Financial Services Training Package - Other - terra cordis
2024 - Margin Lending Specialist - Other - Kaplan Education Pty Ltd
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.