TERRY RHODES

Financial Adviser ยท Chatswood, NSW

Registered

Registration Number

000242255

Registration Status

Registered

Location

Chatswood, NSW 2067

Providing Advice Since

2003

Registration Date

19/11/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

1997 - Master of Business Administration - Bachelor Degree (AQF 7) - University of New South Wales
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2008 - Advanced Strategies for Self Managed Superannuation - Other - GWM Adviser Services/Three Sixty
2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

โ„น๏ธ 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.