Data sourced from ASIC Financial Advisers Register
Financial Adviser · PENRITH, NSW

Joseph Napoli

15 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001006121

Joseph Napoli is a financial adviser based in Penrith, New South Wales, with 15 years of experience in the financial services industry. Joseph is currently authorised under Aware Financial Services Australia Limited. Joseph 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Joseph 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2008
200184 Introduction to Business Law
University of Western Sydney
2011
Bachelor of Business & Commerce (Applied Finance)
University of Western Sydney
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
May 2012 - Nov 2019 Ceased
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Jan 2011 - May 2012 Ceased

Source: ASIC Financial Advisers Register