VINCENZO NOVELLI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2010 - PROFESSIONAL DIPLOMA IN STOCKBROKING - - DEAKIN PRIME
2011 - RG146 COMPLIANCE AND SPAA SSA EXAMINATION - - UNIVERSITY OF ADELAIDE
2012 - CERTIFICATE IN FOUNDATION TAX - - THE TAX INSTITUTE
2017 - Tax (Financial) Adviser - - TAX PRACTITIONERS BOARD
2026 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
SMSF Association
The Tax Institute
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.