GIULIANO VINCI
Financial Adviser · Perth, WA
📚 Qualifications & Training
2005 - Bachelor of Commerce - Finance (Corporate), Finance (Investment), Finance (Quantative) - Bachelor Honours Degree (AQF 8) - The University of Western Australia
2007 - RG146 - - Securities and Derivatives Indistry Association
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
🏢 Professional Memberships
SMSF Association
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.