JOHN JAMES LIVAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Sunshine Coast
2008 - ASX Listed Products Accreditation Course - Other - ASX and Savings Factory
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2017 - Fellow Chartered Financial Practitioner Program - Professional Designations - AFA Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide
🏢 Professional Memberships
Fellow Chartered Financial Practitioner (FChFP) of FAAA
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.