MICHELLE BOCK

Financial Adviser · Sydney, NSW

Registered

Registration Number

001005552

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2009

Registration Date

29/10/2009

Financial Services Licensee

JBWERE LTD

Licence #000341162

📚 Qualifications & Training

2008 - Diploma - Financial Planning - - Pinnacle Financial Services
2009 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of Western Sydney
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University

🏢 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.