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Financial Adviser ยท Glebe, NSW

Registered

Registration Number

000413855

Registration Status

Registered

Location

Glebe, NSW 2037

Providing Advice Since

2011

Registration Date

26/11/2012

Financial Services Licensee

LIONSGATE FINANCIAL GROUP PTY. LTD.

Licence #000342766

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
1999 - Applied Investment and Finance - Graduate Diploma (AQF 8) - Securities Institute of Australia
2010 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

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.