ANTHONY FOY
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Margin Lending Accreditation Program - Other - DeakinPrime
2012 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Aged Care Professional Accreditation Program - Other - Aged Care Steps
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2022 - Client Engagement Skills Course (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Higher Education
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.