PAUL DE OLEVEIRA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2010 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2018 - Commercial and Corporations Law - Bridging Course - Regulation & Legal Obligations - Deakin University
2020 - 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.