Financial Adviser
· MELBOURNE, VIC
Emily Chiara Lanciana
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467972
Emily Chiara Lanciana is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Emily is currently authorised under Apt Wealth Partners Pty Ltd. Emily 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. Emily 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
2012
Bachelor of Commerce
Deakin University
2013
Certificate IV in Finance & Mortgage Broking
Australis College (formerly Intellitrain)
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2018
Certified Financial Planner
Financial Planning Association of Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register