VITO PAONESSA

Financial Adviser ยท Ivanhoe East, VIC

Registered

Registration Number

000242770

Registration Status

Registered

Location

Ivanhoe East, VIC 3079

Providing Advice Since

2001

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1989 - Bachelor of Business - - Phillip Institute of Technology
2002 - Graduate Diploma in Financial Planning - - Securities Institute

๐Ÿข Professional Memberships

CPA Australia (CPA)

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.