Leonardo Vargiu
Financial Adviser in Flemington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246195
- Location
- Flemington VIC 3031
- Licensee
- CHPW Financial Pty Ltd (AFSL 280201)
- Authorised since
- 27 November 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accountancy), RMIT (1988); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2002); Margin Lending and Geared Investments, Finance Essentials (2011); Self Managed Super Funds, SPAA (SMSF Professionals Association of Australia) (2012); Self Managed Super Funds Specialist Advisor, SPAA (SMSF Professionals Association of Australia) (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Chartered Accountants Australia (ICAA); Tax Practitioners Board; The Tax Institute
- 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 Leonardo Vargiu
On the Financial Advisers Register kept by ASIC, Leonardo Vargiu appears as a current financial adviser in Flemington, Victoria, adviser number 000246195.
Advice is given under the Australian financial services licence of CHPW Financial Pty Ltd, licence number 280201. The current authorisation started on 27 November 2021.
According to the register, Leonardo first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (Accountancy) (RMIT, 1988), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2002) and Margin Lending and Geared Investments (Finance Essentials, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Chartered Accountants Australia (ICAA) and Tax Practitioners Board.
Leonardo is authorised to advise 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 Leonardo Vargiu a registered financial adviser?
Yes. Leonardo Vargiu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246195.
Which licensee does Leonardo Vargiu work under?
CHPW Financial Pty Ltd, Australian financial services licence 280201.
What can Leonardo Vargiu 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.