ESZTER NAGY
Financial Adviser · Millers Point, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (PS146) - Diploma (AQF 5) - 21683 Mentor Education Pty Ltd
2010 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2013 - HI: Health Insurance - Other - Singapore College of Insurance
2013 - M5 (Rules & Regulations) - Other - Singapore College of Insurance
2013 - M8A: Collective Investment Schemes II (CIS II) - Other - Singapore College of Insurance
2013 - M9: Life Insurance and Investment-Linked Policies (ILPs) - Other - Singapore College of Insurance
2021 - FASEA Financial Adviser (Ethics) Exam - Other - Australian Council for Educational Research (ACER)
2024 - Chartered Market Technician Level 1 - Other - CMT Association, New York
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Taxation Institute No 135648
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.