ALEXIS JOVIC
Financial Adviser · Dee Why, NSW
📚 Qualifications & Training
2013 - Business Commerce (Applied Economics) - Bachelor Degree (AQF 7) - Western Sydney University
2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2015 - RG146 Margin Lending - Other - Kaplan Higher Education Pty Limited
2019 - Tax for financial advising - Other - Kaplan Higher Education Pty Limited
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.