VINCENZO VALLELONGA
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2004 - Bachelor of Business - Double Major in Accounting & Finance - Bachelor Degree (AQF 7) - Edith Cowan University
2010 - Margin Lending & Geared Investments - - Kaplan Professional
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education
2011 - Masters of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
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.