ROSARIO MONTELEONE
Financial Adviser · Morphett Vale, SA
📚 Qualifications & Training
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology (IIT)
2013 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Institute of Public Accountants (IPA)
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.