Financial Adviser
· MELBOURNE, VIC
Stefanie Falleti
No disciplinary history on record with ASIC
MELBOURNE,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243351
About Stefanie Falleti
Stefanie Falleti is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Stefanie is currently authorised under First Financial. Stefanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stefanie's qualifications include a Certified Financial Planner (CFP) from FAAA. Stefanie 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Accounting / Bachelor of Finance
La Trobe University
2019
Certified Financial Planner (CFP)
FAAA
2025
FPC002B
Bridging Course - Ethics - Kaplan