MARK ALLEN DELA CRUZ
Financial Adviser · Clayton, VIC
📚 Qualifications & Training
2014 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2020 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.