KURT STEPHEN TONZING

Financial Adviser ยท South Yarra, VIC

Registered

Registration Number

001271768

Registration Status

Registered

Location

South Yarra, VIC 3141

Providing Advice Since

2018

Registration Date

13/02/2023

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe university
2016 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe university
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

โ„น๏ธ 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.