MARC TENAGLIA
Financial Adviser ยท Caroline Springs, VIC
๐ Qualifications & Training
2008 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Ltd
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - National Finance Institute
2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education Pty Ltd
๐ข Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.