CLAUDIO ANTHONY DONATO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2013 - Bachelor of Business / Bachelor of Arts - Bachelor Degree (AQF 7) - Swinburne University of Technology
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.