LEONARDO ANTONIO GUTERRES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1981 - Bachelor of Commerce in Accounting Finance and Systems - - University of New South Wales
1985 - Chartered Accountants Professional Year - - The Institute of Chartered Accountants in Australia
1997 - Securities Institute of Australia Financial Planning 5 day course - - Securities Institute of Australia
1997 - Securities Institute of Australia – Financial Planning 5 day course - - Securities Institute of Australia
1998 - Deakin University DFP 8 Financial Plan Construction & Review - - Deakin University
1998 - Deakin University – DFP 8 Financial Plan Construction & Review - - Deakin University
2005 - SSA- Specialist SMSF Adviser - - SMSF Association
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.