DINO CATALDO

Financial Adviser ยท Concord, NSW

Registered

Registration Number

000340584

Registration Status

Registered

Location

Concord, NSW 2137

Providing Advice Since

2009

Registration Date

05/04/2012

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group
2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.