ROBERT VELLA
Financial Adviser · Bundaberg, QLD
📚 Qualifications & Training
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments - Other - Kaplan Professional
2015 - Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.