STEFANIE DORIGUZZI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Bachelor of Science - Bachelor Degree (AQF 7) - University of Sydney
2005 - E254 Investment Planning & the Financial Planning process - Other - Securities Institute
2005 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2011 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2018 - SMSF - Other - SMSF Association
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.