Rosario Monteleone
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433036
- Location
- Adelaide SA 5000
- Licensee
- SA Wealth Solutions Pty Ltd (AFSL 525627)
- Authorised since
- 1 October 2026
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology (IIT) (2012); RG146 Tier 1 Specialist Margin Lending Course, International Institute of Technology (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Institute of Public Accountants (IPA)
- Advice areas
- superannuation, 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 Rosario Monteleone
Rosario Monteleone is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000433036.
Advice is given under the Australian financial services licence of SA Wealth Solutions Pty Ltd, licence number 525627. The current authorisation started on 1 October 2026.
The register records 2013 as the year Rosario first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (International Institute of Technology (IIT), 2012), RG146 Tier 1 Specialist Margin Lending Course (International Institute of Technology, 2013) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025). Rosario is recorded as a member of Institute of Public Accountants (IPA).
Rosario is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Rosario Monteleone a registered financial adviser?
Yes. Rosario Monteleone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433036.
Which licensee does Rosario Monteleone work under?
SA Wealth Solutions Pty Ltd, Australian financial services licence 525627.
What can Rosario Monteleone give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.