Joseph Vitale
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237786
- Location
- Melbourne VIC 3004
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 4 February 2026
- First provided advice
- 1992
- Qualifications
- Financial Services Essentials, Deakin Financial Services Pty Ltd (2002); Advanced Diploma of Financial Services (Financial Planning), Victorian Registration & Qualifications Authority (2022); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph Vitale
Joseph Vitale is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000237786.
The licensee Joseph advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 4 February 2026.
According to the register, Joseph first provided financial advice in 1992. The qualifications listed for Joseph include Financial Services Essentials (Deakin Financial Services Pty Ltd, 2002), Advanced Diploma of Financial Services (Financial Planning) (Victorian Registration & Qualifications Authority, 2022) and Ethics and Professionalism in Financial Advice (Kaplan, 2022). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
Joseph is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Joseph Vitale a registered financial adviser?
Yes. Joseph Vitale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237786.
Which licensee does Joseph Vitale work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Joseph Vitale 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."