Financial Adviser · FLEMINGTON, VIC

Leonardo Vargiu

FLEMINGTON, VIC
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000246195
Currently at
Melbourne, VIC (firm address)

Leonardo Vargiu is a financial adviser based in Flemington, Victoria, with 27 years of experience in the financial services industry since 1999. Leonardo is currently authorised under Chpw Financial. Leonardo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leonardo's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Leonardo is a member of Financial Advice Association of Australia (FAAA), Institute of Chartered Accountants Australia (ICAA), Tax Practitioners Board and The Tax Institute.

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

1988
Bachelor of Business (Accountancy)
RMIT
2002
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Finance Essentials
2012
Self Managed Super Funds
Other - SPAA (SMSF Professionals Association of Australia)
2012
Self Managed Super Funds Specialist Advisor
SPAA (SMSF Professionals Association of Australia)

Registration History

Nov 2021 - Present Current
May 2013 - Nov 2021 Ceased
THE SALISBURY GROUP PTY LTD
Jan 2010 - Apr 2013 Ceased
A.C.N. 116 900 362 LIMITED
Jun 2006 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register