JUSTIN BERGMAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - Deakin University
1998 - Diploma in Technical Analysis - Diploma (AQF 5) - Australian Technical Analysts Association
1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2018 - Chartered Financial Analyst Program - Professional Designations - CFA Institute
2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.