MARICRIS ABELLAR
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Business Administrations/ Bachelor of Commerce (Accounting) - - Macquarie University
2005 - Masters Business Adminstration with Bachelor of Commerce - Accounting - - Macquarie University
2008 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants in Australia (CA)
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan
2009 - Diploma of Financial Services - - Kaplan Professional Education
2010 - Margin Lending & Geared Investments - - Kaplan
2013 - Self Managed Super Funds - - Kaplan
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.