RODEL MANLAPID CLAUDIO

Financial Adviser ยท Chatswood, NSW

Registered

Registration Number

000305645

Registration Status

Registered

Location

Chatswood, NSW 2067

Providing Advice Since

2003

Registration Date

12/05/2021

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec Training and Commonwealth Bank of Australia
2012 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
2014 - Margin Lending Course (928S) - Other - Kaplan Professional

๐Ÿข Professional Memberships

Certified Financial Planner of the Financial Planning Association of Australia
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.