GARY PIZZO

Financial Adviser Β· Malvern, VIC

Registered

Registration Number

000300146

Registration Status

Registered

Location

Malvern, VIC 3144

Providing Advice Since

1996

Registration Date

16/03/2018

Financial Services Licensee

AFFINIA FINANCIAL ADVISERS PTY LTD

Licence #000237857

πŸ“š Qualifications & Training

1994 - Bachelor or Business - Bachelor Degree (AQF 7) - Victoria University
1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities institute
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute
2014 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2016 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.