ELEONOR KLOPSCH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1991 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
2010 - ASX Listed Products Accreditation - - Alpha Structured Investments / ASIC
2011 - Accredited Estate Planning Specialist - - University of Technology, Sydney / Financial Planning Association
2017 - SuperConcepts & ICFS Specialist SMSF course - Other - The University of Adelaide/SuperConcepts
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Financial Professionals Australia
Institute of Public Accountants (IPA)
National Tax & Accountants Association
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.