GILBERT LOW
Financial Adviser ยท The Rocks, NSW
๐ Qualifications & Training
2000 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of Western Sydney
2009 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - Ethics & Professionalism in Financial Services - Bridging Course - Ethics - KAPLAN
๐ข Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Justice of the Peace - NSW Department of Justice
National Tax and Accountant Association
Tax Practitioners Board (Tax Agent)
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.