JOSE ANTONIO PEREZ RETAMAL
Financial Adviser Ā· Conder, ACT
š Qualifications & Training
2013 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)
2015 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
2015 - Principles in Self Managed Superannuation Funds - - International Institute of Technology Pty Ltd (IIT)
2018 - MLFNS - Principles of Margin Lending - Other - International Institute of Technology Pty Ltd (IIT)
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
ā¹ļø 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.