PAUL ZIELKE
Financial Adviser Β· Melbourne, VIC
π Qualifications & Training
2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Vicotria University
2011 - CPA Program - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - - Kaplan
2024 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
π’ Professional Memberships
CPA Australia (CPA)
βΉοΈ 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.