ALEX O'NEILL
Financial Adviser · Kew, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of the Sunshine Coast (USC)
2014 - Diploma of Financial Planning - - Integrity Education Group
2017 - Self Managed Super Funds - Other - Integrity
2019 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 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.