VALENTINO WILLEM PIKOULAS

Financial Adviser ยท Hermit Park, QLD

Registered

Registration Number

000242861

Registration Status

Registered

Location

Hermit Park, QLD 4812

Providing Advice Since

2001

Registration Date

04/05/2019

Financial Services Licensee

MY FORTRESS PTY LTD

Licence #000508806

๐Ÿ“š Qualifications & Training

1992 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Sydney
2004 - Advanced Diploma - Financial Planning - Advanced Diploma (AQF 6) - Deakin University
2008 - CFP - Certified Financial Planner - Professional Designations - Deakin University
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.