JOSEPH JOHN FELIZZI

Financial Adviser · Sydney, NSW

Registered

Registration Number

000262647

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1997

Registration Date

02/01/2018

Financial Services Licensee

AERAN PTY LTD

Licence #000469658

📚 Qualifications & Training

1987 - Bachelor of Arts in Banking and Finance - Bachelor Degree (AQF 7) - The Canberra College of Advanced Education
2000 - Certified Financial Planner - - Financial Planning Association of Australia
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2009 - Self Managed Super Funds - Other - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia

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.