Financial Adviser · BELROSE, NSW

Ricardo Poletti

BELROSE, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003655

Currently at

Lansien Wealth

Sydney, NSW (firm address)

View firm profile

Ricardo Poletti is a financial adviser based in Belrose, New South Wales, with 11 years of experience in the financial services industry since 2015. Ricardo is currently authorised under Finchley & Kent, operating through Lansien Wealth. Ricardo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ricardo's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Ricardo is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce (Accounting & Financial Planning)

University of Wollongong

2017

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

Certificate IV in Finance and Mortgage Broking

Kaplan Education Pty Ltd

Registration History

Finchley & Kent Pty Ltd

Jan 2026 - Present Current

William Buck Wealth Advisors (NSW) Pty Ltd

Feb 2017 - Dec 2025 Ceased

Commonwealth Private Limited

Feb 2015 - Dec 2016 Ceased

Source: ASIC Financial Advisers Register