JOHN PATRICK ATHY
Financial Adviser · Roleystone, WA
📚 Qualifications & Training
2002 - Introductory Training Course RG146 Accredited - Diploma (AQF 5) - Count Wealth Accountants
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.