FELIX O'NEILL
Financial Adviser ยท Burswood, WA
๐ Qualifications & Training
2009 - Qualified Financial Adviser - - Institute of Banking Ireland
2015 - Diploma of Financial Planning - - International Institute of Technology
2022 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.