BERTRAND HENRI BOUCHEZ
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Graduate Diploma of Financial Plannning - Graduate Diploma (AQF 8) - Kaplan Professional
2015 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2020 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - SMSF Specialist Adviser - Certificate (AQF 1-4) - SMSF Association
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.