BERNARD PATRICK COONEY
Financial Adviser · Kew, VIC
📚 Qualifications & Training
1984 - Bachelor of Economics - - La Trobe University
1986 - Certified Practising Accountant - - CPA
1991 - Graduate Diploma of Accounting - - Melbourne University
1999 - Certified Financial Planner and DFP 8 - - FPA
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.