ROCCO JOHN LIUZZI

Financial Adviser ยท Bundoora, VIC

Registered

Registration Number

001299407

Registration Status

Registered

Location

Bundoora, VIC 3089

Providing Advice Since

2023

Registration Date

06/10/2022

Financial Services Licensee

AFFINIA FINANCIAL ADVISERS PTY LTD

Licence #000237857

๐Ÿ“š Qualifications & Training

2019 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - La Trobe University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.