FRANK D'ALESIO
Financial Adviser ยท Carlton, VIC
๐ Qualifications & Training
2008 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Futurum
2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2019 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.