Financial Adviser
· ROSE PARK, SA
Claudio Di Giovanni
No disciplinary history on record with ASIC
ROSE PARK,
SA
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000269250
Practice
Rose Park, SA (practice address on ASIC register)
Licensed through SGN Financial
About Claudio Di Giovanni
Claudio Di Giovanni is a financial adviser based in Rose Park, South Australia, with 31 years of experience in the financial services industry since 1995. Claudio works at Astute Private Wealth, which is licensed through Sgn Financial. Claudio holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Claudio's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Claudio 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
1993
Bachelor of Economics
Flinders University - SA
2001
Certified Financial Planner
Financial Planning Association of Australia
2001
Diploma of Financial Planning
Deakin University - Vic
2010
Margin Lending and Geared Investments
Kaplan Professional
2015
Kaplan
- Kaplan Australia
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Introduction to Self Managed Superannuation Funds
Kaplan Professional
Registration History
ASTUTE WEALTH PLANNING (SA) PTY LTD
Representative is not authorised to advise on the following services currently available under the TG licence: 1) Managed investment schemes limited to MDA services. - 2) Derivatives limited to old law securities options contracts and warrants.
Source: ASIC Financial Advisers Register