AARON ZELMAN
Financial Adviser · Caulfield, VIC
📚 Qualifications & Training
1999 - Bachelor of Arts (Psychology) - Bachelor Degree (AQF 7) - Monash University
1999 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Monash University
2004 - CFP Certification 1-4 Program - Professional Designations - Financial Planning Association of Australia (FPA)
2004 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology (RMIT)
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.