ROMEO ABDO
Financial Adviser · Murrumbeena, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Deakin University
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2016 - Tier 1 MArgin Lending - Personal Advice - Other - Kaplan Professional
2016 - Tier 1 Margin Lending - Diploma (AQF 5) - Kaplan Professional
2017 - CFP CERTIFICATION PROGRAM - Other - Financial Planning Association of Australia
2019 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2019 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.