ASHLEY JOHN WALZ
Financial Adviser · Kalgoorlie, WA
📚 Qualifications & Training
1998 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.