ANTHONY MALCOLM CORDI
Financial Adviser · Bunbury, WA
📚 Qualifications & Training
2008 - Diploma of Financial Planning - - PS146 Training Australia
2010 - Taxation Planning (ADFS1) - - RG146 Training Australia
2012 - Estate Planning - - RG146 Training Australia
2015 - Advanced Diploma of Financial Planning - - Mentor Education
2021 - FASEA - Other - FASEA
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.