ANTHONY JOHN CURTIS
Financial Adviser · Neutral Bay, NSW
📚 Qualifications & Training
1977 - Bachelor of Economics - - University of Sydney
1986 - Securities Institute Diploma - - FINSIA
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
🏢 Professional Memberships
CPA Australia (CPA)
FINSIA
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.