JOHN FOLEY

Financial Adviser · Mona Vale, NSW

Registered

Registration Number

000242178

Registration Status

Registered

Location

Mona Vale, NSW 2103

Providing Advice Since

1998

Registration Date

01/12/2003

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2001 - Diploma Financial Planning DFP 1-7 - Diploma (AQF 5) - Financial Planning Association (FPA)
2005 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2008 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2009 - Master of Management - Masters Degree (AQF 9) - Macquarie University

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.