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Financial Adviser Ā· Port Melbourne, VIC
š Qualifications & Training
2003 - Bachelor of Commerce (Accounting & Finance) - - Monash University
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2017 - Graduate Certificate in Financial Planning - - Kaplan Professional
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
š¢ Professional Memberships
Financial Planner AFP (FPA)
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.