DYLAN ADAMS
Financial Adviser ยท West Perth, WA
๐ Qualifications & Training
2015 - Bacheler of Commerce (Double major in Economics) - Bachelor Degree (AQF 7) - University of Western Australia
2022 - FPC006 Taxation for Financial Planning - Other - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
โน๏ธ 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.