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Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Curtin University
2011 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
ā¹ļø 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.