JUAN SALVADOR SOLIS SANTACRUZ
Financial Adviser · Capalaba, QLD
📚 Qualifications & Training
2014 - Bachelor of Business (Marketing) - - Central Queensland University
2015 - Diploma and Advanced Diploma of Financial Planning - - Monarch Institute
2016 - MBA (Financial Management) - - Central Queensland University
2018 - Masters of Professional Accounting - - Central Queensland University
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.