ELISE MOSKOWITZ
Financial Adviser Ā· Bentleigh East, VIC
š Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2012 - CPA Program - Professional Designations - CPA Australia
2013 - Diploma in Financial Services - - Dover Financial Services
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
ā¹ļø 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.