PAUL IVACHOFF
Financial Adviser ยท Parramatta, NSW
๐ Qualifications & Training
2007 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Western Sydney
2008 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group
2010 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Mentor Education Group
2013 - FNSASICR503A Provide Advice in Margin Lending - Other - Kaplan Professional Education
2019 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University
2025 - MLC714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.