JOHN PAUL VAILES
Financial Adviser · Perth, WA
📚 Qualifications & Training
2016 - CII Level 6 Advanced Diploma in Financial Planning - - The Chartered Insurance Institute
2017 - Chartered Financial Planner - - The Chartered Insurance Institute
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2022 - Chartered Financial Analyst - Professional Designations - CFA Institute
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.