SAM MORARO
Financial Adviser ยท Southbank, VIC
๐ Qualifications & Training
1997 - Bachelor of Commerce (Applied Finance) (Honours) - - Deakin University
2002 - SDIA Accreditation Program - Other - Deakin Prime
2010 - Professional Diploma in Stockbroking - - Deakin University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
๐ข Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
โน๏ธ 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.