Joseph John Felizzi
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000262647
- Location
- Sydney NSW 2000
- Licensee
- Aeran Pty Ltd (AFSL 469658)
- Authorised since
- 2 January 2018
- First provided advice
- 1997
- Qualifications
- Bachelor of Arts in Banking and Finance, The Canberra College of Advanced Education (1987); Certified Financial Planner, Financial Planning Association of Australia (2000); Diploma of Financial Planning, Deakin University (2000); Self Managed Super Funds, Kaplan Professional (2009)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph John Felizzi
On the Financial Advisers Register kept by ASIC, Joseph John Felizzi appears as a current financial adviser in Sydney, New South Wales, adviser number 000262647.
Joseph provides advice as an authorised representative of Aeran Pty Ltd, which holds Australian financial services licence 469658. The current authorisation started on 2 January 2018.
According to the register, Joseph first provided financial advice in 1997. Qualifications and training on file include Bachelor of Arts in Banking and Finance (The Canberra College of Advanced Education, 1987), Certified Financial Planner (Financial Planning Association of Australia, 2000) and Diploma of Financial Planning (Deakin University, 2000). Joseph is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joseph John Felizzi a registered financial adviser?
Yes. Joseph John Felizzi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000262647.
Which licensee does Joseph John Felizzi work under?
Aeran Pty Ltd, Australian financial services licence 469658.
What can Joseph John Felizzi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.