RAMI ELKASSEM
Financial Adviser · Liverpool, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services - Diploma (AQF 5) - Institute of Financial Services (IFS)
2006 - Certificate IV in Financial Services (Finance / Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA)
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment (FSTA)
2009 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.