ANGELIQUE POULAKAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2007 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Margin Lending & Geared Investments - Other - Kaplan Higher Education Pty Limited
2020 - Financial Adviser Exam - Other - FASEA
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.