CAREL DANIEL SCHEFFER
Financial Adviser · Bowral, NSW
📚 Qualifications & Training
2004 - Post Graduate Diploma in Financial Planning - - University of the Free State
2004 - Postgraduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - University of the Free State (South Africa)
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education
2011 - Diploma of Financial Services - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2013 - Advanced Diploma of Financial Services - - Mentor Education / RG146
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.