ADEL GEORGES
Financial Adviser ยท Hawthorn East, VIC
๐ Qualifications & Training
2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute of Australia
2009 - Self Managed Superannuation Funds - - Kaplan Professional Education
2010 - Certified Financial Planner - - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional Education
2014 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.