PAUL ALEXANDER THEODORE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - MLC101 Business Law - Diploma (AQF 5) - Melbourne Institute of Business and Technology
2010 - Diploma of Commerce - Diploma (AQF 5) - Melbourne Institute of Business and Technology
2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin Univeristy
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - DFP5 Tax for Financial Advising - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.