AARON DOUGLAS KLUMPP
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2008 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Financial Services Institute of Australia (FINSIA)
2014 - SMSF Course - Other - University of Adelaide
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.