Financial Adviser · MELBOURNE, VIC

Franco Angelo Joseph Theuma

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003986

Franco Angelo Joseph Theuma is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Franco is currently authorised under Consultum Financial Advisers Pty Ltd. Franco 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 Bachelor of Business from Victoria University.

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

2002
Bachelor of Business
Victoria University
2008
Graduate Certificate in Financial Planning
FINSIA
2011
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser Program
Kaplan Professional Education
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Aug 2023 - Present Current
Dec 2019 - Jul 2023 Ceased
Oct 2007 - Nov 2019 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register