Joseph Sacco
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003501
- Location
- Essendon VIC 3040
- Licensee
- JLS Financial Planning Pty Ltd (AFSL 522947)
- Authorised since
- 3 August 2020
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce (Accounting), La Trobe University (1997); Diploma of Financial Advising, FINSIA (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Investment Banking Institute (IBI) (2011)
- 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 Sacco
Joseph Sacco is a financial adviser in Essendon, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003501.
Advice is given under the Australian financial services licence of JLS Financial Planning Pty Ltd, licence number 522947. The current authorisation started on 3 August 2020.
According to the register, Joseph first provided financial advice in 2000. The qualifications listed for Joseph include Bachelor of Commerce (Accounting) (La Trobe University, 1997), Diploma of Financial Advising (FINSIA, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010).
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 Sacco a registered financial adviser?
Yes. Joseph Sacco is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003501.
Which licensee does Joseph Sacco work under?
JLS Financial Planning Pty Ltd, Australian financial services licence 522947.
What can Joseph Sacco 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.