ROBERTO MALU
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2007 - Bachelor of Commerce (Management and Marketing) - Bachelor Degree (AQF 7) - Curtin University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
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.