AARON ZAPF
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2000 - Chartered Accountant - - CAANZ
2007 - Public Practice Certification - - CAANZ
2016 - Diploma of Financial Planning - - Mentor Education
2017 - Registered Tax Agent - Professional Designations - TPB
2018 - Adv Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax and Accountants Association (NTAA)
The Tax Institute
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.