SCOTT UNGARO
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Master of Science (Personal Financial Planning) - Masters Degree (AQF 9) - Texas Tech University
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2018 - Tier 1 Margin Lending - Personal Advice - Professional Designations - Kaplan Professional
2021 - Ethics and Professional in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
🏢 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.