EUGENIO FERLA
Financial Adviser ยท South Wharf, VIC
๐ Qualifications & Training
1999 - Bachelor of Business (Accounting) - - Royal Melbourne Institute of Technology (RMIT)
1999 - Certified Practising Accountant Accreditation - - CPA Australia
2001 - Certified Financial Planner Accreditation - - Financial Planning Association of Australia
2003 - Postgraduate Diploma of Finance - - The University of Melbourne
2008 - Diploma of Financial Services (Financial Markets) - - Australian Financial Markets Association
๐ข Professional Memberships
CPA Australia (CPA)
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board (TPB)
Tax Practitioners Board (TPB)
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.