LINCOLN EDWARD REGO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce (Economics and Management) - Bachelor Degree (AQF 7) - Curtin University of Technology
2016 - Master of Business Administration - Masters Degree (AQF 9) - Curtin University of Technology
2019 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Limited
2019 - DFP5v4 Tax for Financial Advising - Other - Kaplan Education Pty Ltd
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.