BILL FOTOPOULOS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1993 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Western Sydney University
2002 - Graduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Professional
2002 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Professional
2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.