GINO LORENZO SAGGIOMO

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

000250736

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

1999

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2004 - Diploma of Financial Services - Diploma (AQF 5) - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2008 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2012 - SMSF Specialist Accreditation Program - Professional Designations - SMSF Association

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board

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.