SONIA MEZENTSEFF
Financial Adviser · Beaumaris, VIC
📚 Qualifications & Training
1993 - Bachelor of Business (International Trade) - Bachelor Degree (AQF 7) - Monash University
2002 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2011 - Aged Care Specialist - Other - Financial Wisdom
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Introduction to SMSFs - Other - Accurium Education
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.