LEONARDO VARGIU
Financial Adviser Ā· Flemington, VIC
š Qualifications & Training
1988 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT
2002 - Certified Financial Planner (CFP) - Other - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Finance Essentials
2012 - Self Managed Super Funds - Specialist Auditor - Other - SPAA (SMSF Professionals Association of Australia)
2012 - Self Managed Super Funds Specialist Advisor - Certificate (AQF 1-4) - SPAA (SMSF Professionals Association of Australia)
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Chartered Accountants Australia (ICAA)
Tax Practitioners Board
The Tax Institute
ā¹ļø 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.