MICHAEL LUKE ZAIA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Sydney
2017 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Monarch Institute
2017 - Securities, Derivatives and Managed Investments Program (DFP4) - Other - Monarch Institute
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2018 - Margin Lending Program - Other - Monarch Institute
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Margin Lending Specialist Course - Other - Kaplan Professional
2022 - SMSF Regulations and Taxation Course (FPE020) - Other - Kaplan Higher Education
2025 - Tax for Financial Advising Course - Other - Kaplan Professional
🏢 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.