SVETLANA CURMI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Western Sydney
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - DPML Margin Lending - Other - Pinnacle
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd
2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide/Cavendish
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.