FRANK D'ALESIO

Financial Adviser ยท Carlton, VIC

Registered

Registration Number

001250877

Registration Status

Registered

Location

Carlton, VIC 3053

Providing Advice Since

2011

Registration Date

01/12/2016

Financial Services Licensee

UNIFIED FINANCIAL SERVICES PTY LTD

Licence #000230510

๐Ÿ“š 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

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.