AGNES SYLVIA ERDOSI
Financial Adviser · Ipswich, QLD
📚 Qualifications & Training
2014 - Diploma of Financial Planning - - Kaplan Professional Education
2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2019 - TASA TPB Code of Professional Conduct - Other - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Margin Lending Specialist - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.