PAUL TER BOGT
Financial Adviser · Darwin, NT
📚 Qualifications & Training
2004 - Diploma of Financial Advising (8 units) - Advanced Diploma (AQF 6) - Securities Institute Education
2013 - SMSF Specialist Advisor (SSA) Accreditation Program - Professional Designations - SMSF Association
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2022 - Economic and Legal Context for Financial Planning Course (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2022 - Estate and Succession Planning Course (FPC005) - Other - Kaplan Higher Education
🏢 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.