GEORGE EL JOUNI
Financial Adviser ยท Sandringham, NSW
๐ Qualifications & Training
2010 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - MLC ThreeSixty
2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
2024 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Education
2025 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan Professional Education
2025 - Chartered Retirement Planning Counsellor - Professional Designations - Kaplan Professional Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
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.