TOBY JAMES WINTEN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2010 - Margin Lending and Geared Investments - Other - Kaplan
2011 - SMSF Specialist Advisor - Other - SPAA
2014 - ALPA - Other - Kaplan
2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
FChFP - Fellow Chartered Financial Practitioner
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.