CLYDE MARK GONSALVEZ
Financial Adviser · St Marys, NSW
📚 Qualifications & Training
2006 - Bachelor of Applied Finance with the degree of Bachelor of Commerce - Accounting - Bachelor Degree (AQF 7) - Macquarie University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2013 - AMP & ICFS Specialist SMSF Course - Other - The University of Adelaide International Centre for Financial Services
2016 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional Education
2017 - DFP5v1 Tax for Financial Advising (Short Answer Exam) - Other - Kaplan Professional Education
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional Education
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.