Julio Carrieri
Financial Adviser in Vermont, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267227
- Location
- Vermont VIC 3133
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 8 June 2016
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (FPA) (2002); Self Managed Superannuation Fund (SMSF) Adviser Education Program, Financial Essentials (2007); ASX Accredited Listed Product Adviser Accreditation, Kaplan (2009); Margin Lending & Geared Investments Adviser Accreditation, Kaplan (2010); Ethics and Professionalism in Finance Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Julio Carrieri
Julio Carrieri is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Vermont, Victoria (adviser number 000267227).
Julio provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 8 June 2016.
According to the register, Julio first provided financial advice in 1991. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association (FPA), 2002), Self Managed Superannuation Fund (SMSF) Adviser Education Program (Financial Essentials, 2007) and ASX Accredited Listed Product Adviser Accreditation (Kaplan, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Julio Carrieri a registered financial adviser?
Yes. Julio Carrieri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267227.
Which licensee does Julio Carrieri work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Julio Carrieri 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.