GIUSEPPE FORMICA

Financial Adviser ยท Bundoora, VIC

Registered

Registration Number

000250749

Registration Status

Registered

Location

Bundoora, VIC 3083

Providing Advice Since

2005

Registration Date

05/11/2019

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

๐Ÿ“š Qualifications & Training

1992 - Associate Diploma of Business Accounting - - Victoria University
1997 - Diploma of Financial Planning - - Financial Planning Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association - SMSF Specialist Advisor (SSA)

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.