RORY PATRICK D'AGOSTINO

Financial Adviser · Brighton-Le-Sands, NSW

Registered

Registration Number

001236699

Registration Status

Registered

Location

Brighton-Le-Sands, NSW 2216

Providing Advice Since

2015

Registration Date

28/10/2015

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2011 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - University of Wollongong
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

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.