STOLLE SERGIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1991 - Bachelor of Business - - University of Technology, Sydney
1994 - Graduate Diploma in Applied Finance & Investment - - The Securities Institute of Australia
2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2005 - Level 2 Accredited Derivatives Adviser - - ASX
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia / DeakinPrime
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.