BENJAMIN YOUNG
Financial Adviser Ā· Croydon, VIC
š Qualifications & Training
2014 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University
2017 - Master of Financial Analysis - Masters Degree (AQF 9) - La Trobe University
2018 - DFP5 - Tax for Financial Advising - Other - Kaplan Professional
2018 - Self Managed Superannuation Fund - Other - Kaplan
2020 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan Professional
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.