ROBERT LOUIS JOSEPH
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2004 - Diploma of Financial Services - - Securities Institute
2004 - Level 1 Accredited Derivatives Adviser - - ASX
2005 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2008 - Bachelor of Business (Economics & Finance) - - RMIT University
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.