MARK LA BOZZETTA
Financial Adviser · Blackburn, VIC
📚 Qualifications & Training
2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2002 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australian (FPA)
2015 - Financial Services Training - Diploma (AQF 5) - Terra Cordis
2015 - SMSF Specialist Course - Other - SMSF Strategies & NowInfinity
2022 - FPC006 - Tax and Commercial Law for Financial Planning - Other - Kaplan
2026 - Commercial Law - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.