GREGORY BLUMENTHAL
Financial Adviser ยท Bondi Junction, NSW
๐ Qualifications & Training
2006 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Finsia
๐ข Professional Memberships
Institute of Chartered Accountants Australia
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.