BILL SAVELLIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Advanced Diploma of Financial Services - - ThreeSixty
2008 - Master of Financial Planning - - University of the Sunshine Coast
2011 - Margin Lending & Geared Investments - - Kaplan
2014 - Self Managed Superannuation Funds - - Kaplan
2015 - Accredited Listed Product Adviser Program - - Kaplan
🏢 Professional Memberships
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.