RYAN JOSEPH THRELFO
Financial Adviser · East Maitland, NSW
📚 Qualifications & Training
2005 - Bachelor of Finance - Bachelor Degree (AQF 7) - The University of Newcastle
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2011 - The Certified Practising Accountants Program (CPA) - Professional Designations - Certified Public Accountants of Australia Pty Ltd
2016 - ASIC RG146 Self Managed Superannuation Funds - - Financial Education Professionals
2018 - Diploma of Financial Planning - - International Institute of Technology
2022 - The Chartered Accountant Program (CA) - Professional Designations - Chartered Accountants Australia and New Zealand
2025 - Ethics and Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.