TAREK KHALED ELMIR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce - - The University of Melbourne
2011 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association
2013 - ADA2 - - KAPLAN
2015 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
2016 - Diploma of Financial Planning - - KAPLAN
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2019 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.