NAJEEB FARFOUD

Financial Adviser ยท Kingsgrove, NSW

Registered

Registration Number

000305537

Registration Status

Registered

Location

Kingsgrove, NSW 2208

Providing Advice Since

2005

Registration Date

24/02/2009

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

2004 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - MLC ThreeSixty
2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2006 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA)
2008 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast
2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.