BEVAN HENERIC
Financial Adviser Ā· Mulgrave, VIC
š Qualifications & Training
2011 - Bachelor of Business (Accounting) - - Monash University
2011 - Bachelor of Business (Banking and Finance) - - Monash University
2015 - Diploma of Financial Planning - - Mentor
2021 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
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.