RODNEY GARDNER

Financial Adviser Ā· Rhodes, NSW

Registered

Registration Number

001003629

Registration Status

Registered

Location

Rhodes, NSW 2138

Providing Advice Since

1998

Registration Date

16/11/2020

Financial Services Licensee

5 WEALTH MANAGEMENT PTY LTD

Licence #000314889

šŸ“š Qualifications & Training

1996 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - University of Technology Sydney
1999 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia (SIA)
2002 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2017 - Tax (Financial) Adviser - Professional Designations - TPB
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.