HELMUT SERGJ BOLD
Financial Adviser · Canberra, ACT
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2007 - Self Managed Super Funds - - Kaplan Professional
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.