JOHN IVAN CSONGEI
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
1999 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - University of Adelaide
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2005 - Certified Practicing Accountant Program - Professional Designations - CPA
2025 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
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.