Leonardo Arico
Financial Adviser in Spring Hill, Queensland, Australia
Review Leonardo Arico
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000250780
- Location
- Spring Hill QLD 4000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 August 2006
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Graduate Certificate in Financial Planning, Griffith University (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Leonardo Arico
Leonardo Arico is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Spring Hill, Queensland (adviser number 000250780).
The licensee Leonardo advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 15 August 2006.
The register records 1990 as the year Leonardo first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Graduate Certificate in Financial Planning (Griffith University, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Leonardo Arico here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Leonardo Arico a registered financial adviser?
Yes. Leonardo Arico is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250780.
Which licensee does Leonardo Arico work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Leonardo Arico 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."