CESARE DANIEL SCALISE
Financial Adviser · Perth, WA
📚 Qualifications & Training
2012 - Bachelor of Commerce (Accounting and Taxation) - - Curtin University of Technology
2017 - Tier 1 Margin Lending - - KAPLAN
2017 - Tier 1 Securities and Managed Investments - Personal Advice - - KAPLAN
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2021 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.