ANDREW KAYS
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
2015 - Certificate IV Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning FPC0001B - Other - Kaplan Professional
2022 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - SMSF Regulations and Taxation - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Finance Brokers Association of Australia Limited (FBAA)
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.