Financial Adviser
· MELBOURNE, VIC
Joseph Di Fede
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004851
Joseph Di Fede is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry. Joseph is currently authorised under Shaw And Partners Limited. 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 FPA. Joseph 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
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting)
Deakin University
1998
Certified Financial Planner
FPA
1998
Diploma of Financial Planning
Deakin University
2010
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited