STEFAN MARCHESANI
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Victoria University
2015 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Pinnacle
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Tax for Financial Advising - Other - Kaplan Professional
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.