JOSE ELI HERNANDEZ
Financial Adviser · The Junction, NSW
📚 Qualifications & Training
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2011 - Advanced Diploma of Financial Services - - Kaplan Professional
2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Tax Practitioners Board
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.