Financial Adviser
· BELROSE, NSW
Ricardo Poletti
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003655
Ricardo Poletti is a financial adviser based in Belrose, New South Wales, with 11 years of experience in the financial services industry. Ricardo is currently authorised under Finchley & Kent Pty Ltd. Ricardo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Ricardo is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Accounting & Financial Planning)
University of Wollongong
2017
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Certificate IV in Finance and Mortgage Broking
Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register