DANIEL PAUL COHEN
Financial Adviser Ā· Rhodes, NSW
š Qualifications & Training
2012 - Bachelor of Financial Advising - Bachelor Degree (AQF 7) - University of Western Sydney
2015 - Certified Financial Planner - Professional Designations - FPA
2020 - Ethics and Professionalism in Financial Advice - Other - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.