PAUL ADRIAN VELARDO
Financial Adviser · St Kilda, VIC
📚 Qualifications & Training
2006 - Bachelor Degree Economics and Finance - Bachelor Degree (AQF 7) - RMIT
2007 - Certified Financial Planner - Professional Designations - FPA
2014 - Cavendish & ICFS Specialist Course - - The University of Adelaide
2015 - Accredited Listed Product Adviser Program - - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.