GEORG ERIC HERDA

Financial Adviser · Sydney, NSW

Registered

Registration Number

001006040

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1992

Registration Date

11/03/2004

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

📚 Qualifications & Training

1999 - General Securities Representative (Series 7) Examination - Other - National Association of Securities Dealers
2002 - SDIA Accreditation Program - Other - Securities & Derivatives Industry Association
2003 - Certificate of Competence: Superannuation & Derivatives - Other - Quantum
2010 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia

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.