JOSEPH SACCO

Financial Adviser · Essendon, VIC

Registered

Registration Number

001003501

Registration Status

Registered

Location

Essendon, VIC 3040

Providing Advice Since

2000

Registration Date

01/06/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1997 - Bachelor of Commerce (Accounting) - - La Trobe University
2004 - Diploma of Financial Advising - - FINSIA
2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Investment Banking Institute (IBI)

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.