ANTHONY POOLE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Diploma of Business - - Insearch (University of Technology Sydney)
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Graduate Diploma in Financial Planning - - Kaplan Professional
2014 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.