Financial Adviser · SYDNEY, NSW

Joseph John Felizzi

SYDNEY, NSW

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000262647

Currently at

Aeran

Turramurra, NSW (firm address)

View firm profile

About Joseph John Felizzi

Joseph John Felizzi is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry since 1997. Joseph is currently authorised under Aeran. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Joseph is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia.

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

1987

Bachelor of Arts in Banking and Finance

The Canberra College of Advanced Education

2000

Certified Financial Planner

Financial Planning Association of Australia

2000

Diploma of Financial Planning

Deakin University

2009

Self Managed Super Funds

Kaplan Professional

Registration History

Aeran Pty Ltd

Jan 2018 - Present Current

Perpetual Trustee Company Limited

Jul 2014 - Dec 2017 Ceased

The Trust Company (Australia) Limited

May 2007 - Jun 2014 Ceased

HATTERSLEY MAXWELL INVESTMENT SERVICES PTY. LIMITED

Feb 2004 - Jun 2005 Ceased

Source: ASIC Financial Advisers Register