STEFANO MARMOTTA
Financial Adviser · Sadliers Crossing, QLD
📚 Qualifications & Training
1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2000 - Graduate Diploma in Financial Management - Graduate Diploma (AQF 8) - The University of New England
2011 - Diploma in Financial Planning (RG146) - - Pinnacle Financial Services
2016 - SMSF Core Course - Other - DBA Network Pty Ltd
2018 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2020 - Ethics and Professionalism in Financial Advise - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax & Accountants' 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.