AARON JOHN DUNCOMBE

Financial Adviser ยท Osborne Park, WA

Registered

Registration Number

000425095

Registration Status

Registered

Location

Osborne Park, WA 6017

Providing Advice Since

2012

Registration Date

11/05/2018

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2010 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University
2011 - Diploma of Financial Services (Financial Planning FNS 50804) - Diploma (AQF 5) - Kaplan
2014 - Advanced Diploma of Financial Planning (FNS60410) - Advanced Diploma (AQF 6) - Kaplan
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.