LEI CAI
Financial Adviser · Burwood, NSW
📚 Qualifications & Training
2006 - Diploma of Commerce - Diploma (AQF 5) - Sydney Institute of Technology
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2010 - Master of Applied Finance - Masters Degree (AQF 9) - University of Western Sydney
2012 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Higher education Pty Ltd
2022 - FPC0001B - Economic and Legal Context For Financial Planning - Other - Kaplan Professional
2022 - FPC006 - Taxation for Financial Planning - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher eduaction Pty Ltd
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.