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Financial Adviser · Camberwell, VIC

Registered

Registration Number

001001626

Registration Status

Registered

Location

Camberwell, VIC 3124

Providing Advice Since

2014

Registration Date

01/02/2021

Financial Services Licensee

SEQUOIA WEALTH MANAGEMENT PTY LTD

Licence #000472387

📚 Qualifications & Training

2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2014 - RG 146 - Other - Monarch Institute
2019 - SAFAA Accredited Derivatives Adviser Level 1 (ADA1) Accreditation - Other - SAFAA
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.