JOSEPH VITALE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Financial Services Essentials - Professional Designations - Deakin Financial Services Pty Ltd
2022 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Victorian Registration & Qualifications Authority
2022 - Ethics and Professionalism in Financial Advice - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.