EDWARD ORZEL
Financial Adviser ยท Albany, WA
๐ Qualifications & Training
1989 - Bachelor of Business - - Curtin University
2001 - Diploma of Financial Planning (partial completion) - - Financial Planning Association
2010 - Margin Lending - - Stockbrokers Association of Australia
2010 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
2020 - Relevant Provider Exam - Other - FASEA
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.