MARIA PAONESSA

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000279194

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2000

Registration Date

07/07/2007

Financial Services Licensee

LGT WEALTH MANAGEMENT LIMITED

Licence #000231127

πŸ“š Qualifications & Training

1999 - CPA - - CPA Australia
2003 - Graduate Diploma in Financial Planning - - FINSIA
2010 - Risk Insurance - - Garvan Financial Planning
2011 - RG146 Margin Lending - - SAA/DeakinPrime

🏒 Professional Memberships

CPA Australia (CPA)
FINSIA

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.