BORISLAV BARNA
Financial Adviser · Rowville, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group
2013 - Degree of Master of Business Administration - Masters Degree (AQF 9) - University of Liverpool
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - TASAClv1 Commercial Law - Other - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - SMSF Association Specialist Accreditation Program - Other - SMSF Association
2019 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
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.