Data sourced from ASIC Financial Advisers Register
Financial Adviser · SPRING HILL, QLD

Leonardo Arico

SPRING HILL, QLD
36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250780
Licensee
Charter Financial Planning Limited
Sydney, NSW (licence address on ASIC register)
View licensee

About Leonardo Arico

Leonardo Arico is a financial adviser based in Spring Hill, Queensland, with 36 years of experience in the financial services industry since 1990. Leonardo works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Leonardo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonardo's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2021
Graduate Certificate in Financial Planning
Griffith University

Registration History

Charter Financial Planning Limited
Aug 2006 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register