DOMINIQUE BERGEL-GRANT
Financial Adviser · Neutral Bay, NSW
📚 Qualifications & Training
2002 - Bachelor of Economics (Economics and Marketing) - Bachelor Degree (AQF 7) - University of Sydney
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2011 - Self Managed Superannunation Funds - Certificate (AQF 1-4) - Kaplan
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage & Finance Association of Australia
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.