JOSEPH PORTELLI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1991 - Bachelor of Economics - - University of Sydney
1997 - Diploma of Superannuation Management - - Association of Superannuation Funds of Australia
1999 - Diploma of Financial Planning - CFP - - Deakin University
2005 - Certificate of Applied SMSF Advice - - Australian Executor Trustees
2010 - Certificate - Margin Lending & Geared Investments - - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board
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.