KENNETH GREGORY TOMCZAK
Financial Adviser · Perth, WA
📚 Qualifications & Training
2010 - Margin Lending - - Stockbrokers Association of Australia
2015 - Superannuation - - Stockbrokers Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2020 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.