GEORGE WILLIAM ROOT
Financial Adviser · Bowral, NSW
📚 Qualifications & Training
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2015 - Self Managed Super Funds - Other - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan University
2025 - Tier 1 Margin Lending General Advice - Other - Kaplan
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.