GIMLI IVAN PAGE
Financial Adviser · Cabarita Beach, NSW
📚 Qualifications & Training
2005 - Graduate Diploma in Financial Planning - - University of the Sunshine Coast
2009 - Certified Financial Planner - - Financial Planning Association of Australia
2010 - ASX Accredited Listed Products Adviser (ALPA) Program - - Kaplan Professional Education
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2012 - 928s Margin Lending - - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.