JOSEPH MARK LANTERI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce Finance - - Monash University
2013 - Master of Professional Accounting - - Deakin University
2013 - RG146 Compliant - - Monash University
2016 - Certified Practising Accountant - - CPA Australia
2019 - FASEA 40 hour cpd - Other - Financial Education Professionals
🏢 Professional Memberships
CPA Australia (CPA)
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.