Financial Adviser
· KEW, VIC
Vincent Tony Di Berardino
No disciplinary history on record with ASIC
KEW,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001503
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Vincent Tony Di Berardino
Vincent Tony Di Berardino is a financial adviser based in Kew, Victoria, with 18 years of experience in the financial services industry since 2008. Vincent works at Oak Financial Planning, which is licensed through Cotham Advisory. Vincent holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vincent's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register