JOSEPH MICHAEL AUCIELLO
Financial Adviser Β· Moe, VIC
π Qualifications & Training
2013 - Associate Degree in Business & Commerce - - Monash University
2013 - Bachelor of Business and Commerce Specialising in Accounting - Bachelor Degree (AQF 7) - Monash University
2014 - Foundations of Financial Planning Part A - - KAPLAN
2017 - CPA - Professional Designations - CPA Australia
2018 - Accountants Financial Planning - - KAPLAN
2018 - Accountants SMSF Package - - KAPLAN
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Econominc and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
π’ Professional Memberships
CPA Australia (CPA)
βΉοΈ 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.