JOSEF STADLER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Integratec (Australia) Pty Ltd
2006 - Advanced Diploma of Financial Services (FinancialPlanning) - Advanced Diploma (AQF 6) - Kaplan Professional
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association
2011 - SMSF Specialist - Professional Designations - SMSF Specialist Association
2012 - Accredited Estate Planning Strategist - Professional Designations - Financial Planning Association
🏢 Professional Memberships
AEPS - Accredited Estate Planning Strategist (FPA)
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (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.