TIMOTHY DE LUCA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Business (Applied Economics) - Bachelor Degree (AQF 7) - Victoria University
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Margin Lending - Other - MLC
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.