STEPHEN MORETTA
Financial Adviser · Richmond, VIC
📚 Qualifications & Training
2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Swinburne University of Technology
2016 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants
2018 - Financial Planning Fundamentals - - Kaplan Professional
2018 - Tier 1 Securities and Managed Investments - Personal Advice - - Kaplan Professional
2025 - Client Engagement and Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.