ROBYN VAN ROOY
Financial Adviser · Clayton, VIC
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2006 - Self Managed Superannuation Fund(SMSF 1:Core Principles) - - Kaplan Education Pty Ltd (Formerly Tribeca Learning Australia Pty Ltd)
2009 - Certified Financial Planner - - Financial Planning Association of Australia
2017 - Accredited Aged Care Professional - - Aged Care Steps
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.