SYLVIA MARCOS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of western Sydney
2007 - Diploma of Financial Plannig - Diploma (AQF 5) - Mentor Professional services
2007 - TASA & TPB code of conduct - Other - Kaplan
🏢 Professional Memberships
Tax practitioners Board
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.