JAMIL ELRIFAI

Financial Adviser ยท Roselands, NSW

Registered

Registration Number

001004648

Registration Status

Registered

Location

Roselands, NSW 2196

Providing Advice Since

1998

Registration Date

02/07/2019

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2002 - Diploma of Financial Planning - - Deakin University
2005 - Master of Commerce (Financial Planning) - - University Of Western Sydney
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.