JOANNA LAUREN GULLO
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2022 - 25773 - Investments and Risk Management - Other - University of Technology Sydney
2022 - 25888 - Financial Planning and Taxation - Other - University of Technology Sydney
2022 - 79708 - Contemporary Business Law - Other - University of Technology Sydney
2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Technology Sydney
2023 - Master of Financial Planning - Masters Degree (AQF 9) - University of Technology Sydney
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.