Financial Adviser
· SYDNEY, NSW
Joseph John Felizzi
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000262647
Joseph John Felizzi is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Joseph is currently authorised under Aeran Pty Ltd. 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. Joseph is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia.
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
1987
Bachelor of Arts in Banking and Finance
The Canberra College of Advanced Education
2000
Certified Financial Planner
Financial Planning Association of Australia
2000
Diploma of Financial Planning
Deakin University
2009
Self Managed Super Funds
Kaplan Professional
Registration History
HATTERSLEY MAXWELL INVESTMENT SERVICES PTY. LIMITED
Source: ASIC Financial Advisers Register