ANTHONY PHILLIP FOX
Financial Adviser ยท Parramatta, NSW
๐ Qualifications & Training
1984 - Bachelor of Business - Bachelor Degree (AQF 7) - Kuringai College of Advanced Education
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University/Financial Planning Association
2005 - Certified Financial Planner - Professional Designations - Financial Planning Association
2009 - Self Managed Superannuation Funds - - Kaplan Professional Education
2010 - Margin Lending and Geared Investments - Other - Kaplan
2017 - Accredited Aged Care Professional - - Aged Care Steps
2021 - Ethics and Professionalism in Financial Advice - Other - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.