IAN MATTHEW FOX
Financial Adviser ยท Altona North, VIC
๐ Qualifications & Training
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology
1996 - Masters Degree of Business (Accounting) - - Victoria University of Technology
2012 - Certificate IV of Mortgage Broking - - Kaplan Professional
2015 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
๐ข Professional Memberships
CPA Australia (CPA)
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.