REYMON MAKKAR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services - Diploma (AQF 5) - Mentor Education
2010 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - International Institute of Technology
2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional Pty Ltd
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australia (FINSIA)
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.