JOSEPH DI FEDE

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001004851

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1995

Registration Date

14/09/2015

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

📚 Qualifications & Training

1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
1998 - Certified Financial Planner - Other - FPA
1998 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏢 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.