NOELIA CUSTODIO PINTO
Financial Adviser ยท New Acton, ACT
๐ Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University (ANU)
1998 - CA - Professional Designations - The Insitute of Chartered Accountants
2003 - Graduate Diploma in Company Secretarial Practice - - Chartered Secretaries Australia
2008 - SMSF Specialist Advisor - Professional Designations - SPAA
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Institute of Chartered Accountants
National Tax and Accountants Association (NTAA)
SMSF Association
Tax Practitioners' Board
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.