Financial Adviser · MOONEE PONDS, VIC

Frank Oliveri

MOONEE PONDS, VIC

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248942

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Frank Oliveri is a financial adviser based in Moonee Ponds, Victoria, with 23 years of experience in the financial services industry since 2003. Frank is currently authorised under Akumin Financial Planning. Frank holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Frank's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2018

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2024

SMSF Course

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register