FRANCIS KOSTELIZ
Financial Adviser · Nelson Bay, NSW
📚 Qualifications & Training
2006 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Newcastle
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Ltd (formerly Tribeca)
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Statement of Attainment - SMSF - - Kaplan Education Pty Ltd
2016 - MBA - Masters Degree (AQF 9) - University of Newcastle
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.