Financial Adviser
· SANS SOUCI, NSW
Giuseppe Cilmi
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000471802
Giuseppe Cilmi is a financial adviser based in Sans Souci, New South Wales, with 11 years of experience in the financial services industry. Giuseppe is currently authorised under Synchron Advice Pty Ltd. Giuseppe 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 Graduate Diploma in Accounting from Victoria University. Giuseppe is a member of CPA Australia (CPA) and SMSF Association.
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
1997
Graduate Diploma in Accounting
Victoria University
2002
Certified Practicing Accountants Australia Program
CPA Australia Ltd
2010
Professional Certificate in Self-Managed Superannuation
The University of Adelaide
2011
SMSF Specialist Advisor
SMSF Association
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy
2014
Provide Advice in Margin Lending
Pinnacle Financial Services Academy
2021
FPETH501A Ethics and Professional Standards for Financial Advisers
Ethics - New South Wales Technical and Further Education Commission (TAFE NSW)