GAVIN CAO
Financial Adviser · Beaumaris, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide
2012 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2018 - Master of Business Administration - Masters Degree (AQF 9) - University of Melbourne
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2025 - [2025/26] Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.