ERIC QUAK
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Sydney
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Professional Education
2026 - Commercial Law - Other - Kaplan Professional Education
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.