JOANNE MARY SPITERI
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2000 - Bachelor of Business (Business Management) - Bachelor Degree (AQF 7) - Charles Sturt University
2003 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Institute of Financial Services Inc
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Three Sixty (GWM Adviser Services)
2010 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - RG146 Training Australia Pty Ltd
2014 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - FPE020 SMSF Regulations & Taxation - Other - Kaplan Professional
🏢 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.