ALIREZA VALAVI

Financial Adviser · Southport, QLD

Registered

Registration Number

001243308

Registration Status

Registered

Location

Southport, QLD 4215

Providing Advice Since

2016

Registration Date

22/08/2018

Financial Services Licensee

HALO FINANCIAL SERVICES PTY LTD

Licence #000504663

📚 Qualifications & Training

2008 - Graduate Certificate in Accounting/Master of professional accounting - - Central Queensland University
2016 - Diploma of Financial Planning - - Mentor
2018 - Advanced Diploma of Financial Planning - - Mentor Education
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)

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.