POONAM DI IORIO
Financial Adviser · Perth, WA
📚 Qualifications & Training
2008 - CA Certification Bachelor of Commerce - Bachelor Degree (AQF 7) - Chartered Accountants Australia
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Professionals Association of Australia
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - Margin Lending - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Institute Chartered Accountants of Australia
SMSF Professionals' Assocation of Australia
Taxation Institute of Australia
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.