RUSSELL OWEN
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2018 - Diploma of Financial Planning - Diploma (AQF 5) - 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.