Financial Adviser
· LEEDERVILLE, WA
Poonam Di Iorio
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008527
Poonam Di Iorio is a financial adviser based in Leederville, Western Australia, with 11 years of experience in the financial services industry. Poonam is currently authorised under Insight Investment Services Pty Ltd. Poonam 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 CA Certification Bachelor of Commerce from Chartered Accountants Australia. Poonam is a member of Institute Chartered Accountants of Australia, SMSF Professionals' Assocation of Australia and Taxation Institute of Australia.
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
2008
CA Certification Bachelor of Commerce
Chartered Accountants Australia
2011
SMSF Specialist Advisor
SMSF Professionals Association of Australia
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Margin Lending
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional