ROBERT BRUNO LATTANZI
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2013 - Margin Lending and Geared Investments - Professional Designations - Kaplan Professional
2013 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2017 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Griffith University
🏢 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.