VINCENT LAGANA
Financial Adviser ยท Edgecliff, NSW
๐ Qualifications & Training
1986 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney
1990 - CPA Program - Professional Designations - CPA Australia Ltd
1999 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
๐ข Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
The Tax Institute
โน๏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.