NEVA VARNIK
Financial Adviser · Hampton, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT University
2006 - Diploma of Financial Planning - Diploma (AQF 5) - FINSIA
2006 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants
2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
2017 - Self Managed Superannuation Funds - - Kaplan Professional Education
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.