ANTON BERENY
Financial Adviser ยท Mascot, NSW
๐ Qualifications & Training
2014 - Bachelor of Arts - - University of Sydney
2015 - Diploma of Financial Planning - - Kaplan
2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2017 - TASA Commercial Law - Certificate (AQF 1-4) - Kaplan
2017 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.