Financial Adviser
· HERMIT PARK, QLD
Valentino Willem Pikoulas
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242861
Valentino Willem Pikoulas is a financial adviser based in Hermit Park, Queensland, with 25 years of experience in the financial services industry. Valentino is currently authorised under My Fortress Pty Ltd. Valentino 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 CFP from Professional Designations - Deakin University. Valentino 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
1992
Bachelor of Science
The University of Sydney
2004
Advanced Diploma
2008
CFP
Professional Designations - Deakin University
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional