Poonam Di Iorio
Financial Adviser in Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008527
- Location
- Leederville WA 6007
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 20 September 2022
- First provided advice
- 2015
- Qualifications
- CA Certification Bachelor of Commerce, Chartered Accountants Australia (2008); SMSF Specialist Advisor, SMSF Professionals Association of Australia (2011); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Margin Lending, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Economic and Legal Context for Financial Planning, Kaplan Professional (2025)
- Memberships
- Institute Chartered Accountants of Australia; SMSF Professionals' Assocation of Australia; Taxation Institute of Australia
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Poonam Di Iorio
Poonam Di Iorio is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Leederville, Western Australia (adviser number 001008527).
Advice is given under the Australian financial services licence of Insight Investment Services Pty Ltd, licence number 309996. That authorisation dates from 20 September 2022.
According to the register, Poonam first provided financial advice in 2015. Qualifications and training on file include CA Certification Bachelor of Commerce (Chartered Accountants Australia, 2008), SMSF Specialist Advisor (SMSF Professionals Association of Australia, 2011) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Poonam is recorded as a member of Institute Chartered Accountants of Australia, SMSF Professionals’ Assocation of Australia and Taxation Institute of Australia.
Poonam 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.
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Questions people ask
Is Poonam Di Iorio a registered financial adviser?
Yes. Poonam Di Iorio is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008527.
Which licensee does Poonam Di Iorio work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Poonam Di Iorio 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.