PAUL ANTHONY CUPIC
Financial Adviser · Clayton, VIC
📚 Qualifications & Training
2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2018 - Specialist SMSF course - - Super Concepts & International Centre for Financial Services
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2023 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.