CAVELL GARRY SARRE
Financial Adviser · Perth, WA
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2018 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Commercial Law - Other - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
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.