JOSEPH ANTHONY TROPEANO
Financial Adviser · Richmond, VIC
📚 Qualifications & Training
1991 - Bachelor of Economics (Major in Accounting) - Bachelor Degree (AQF 7) - La Trobe University
1994 - Professional Year Programme - Professional Designations - The Institute of Chartered Accountants in Australia
1998 - Master of Taxation - Masters Degree (AQF 9) - The University of Melbourne
2012 - Chartered Tax Adviser (CTA) - Professional Designations - The Tax Institute
2016 - Advice in Securities & Derivatives - Tier 1 - Other - AAMC Training Group
2016 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - AAMC Training Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Finance Brokers Association of Australia (FBAA)
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.