PAUL ANTHONY STONE
Financial Adviser · Mount Eliza, VIC
📚 Qualifications & Training
2002 - Diploma of Financial Advising - - Securities Institute of Australia
2004 - Financial Plan Construction & Review (DFP 8) - - Financial Planning Association of Australia Limited
2011 - Certified Financial Planner - - Financial Planning Association of Australia Limited
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2019 - FPC002B 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.