BEN WOOLVETT
Financial Adviser · Rose Park, SA
📚 Qualifications & Training
2002 - Bachelor of Economics - - Adelaide University
2006 - Advanced Diploma of Financial Services - - Tribeca Learning
2006 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
🏢 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.