Ricardo Poletti
Financial Adviser in Belrose, New South Wales, Australia
Review Ricardo Poletti
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 number001003655
- Location
- Belrose NSW 2085
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 5 January 2026
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce (Accounting & Financial Planning), University of Wollongong (2008); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Certificate IV in Finance and Mortgage Broking, Kaplan Education Pty Ltd (2021)
- 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 Ricardo Poletti
On the Financial Advisers Register kept by ASIC, Ricardo Poletti appears as a current financial adviser in Belrose, New South Wales, adviser number 001003655.
Ricardo provides advice as an authorised representative of Finchley & Kent Pty Ltd, which holds Australian financial services licence 555169. That authorisation dates from 5 January 2026.
The register records 2015 as the year Ricardo first provided financial advice. The qualifications listed for Ricardo include Bachelor of Commerce (Accounting & Financial Planning) (University of Wollongong, 2008), 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Ricardo 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.
Reviews
Nobody has reviewed Ricardo Poletti here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ricardo Poletti a registered financial adviser?
Yes. Ricardo Poletti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003655.
Which licensee does Ricardo Poletti work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Ricardo Poletti 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.