TOBY SINCLAIR
Financial Adviser · Gosford, NSW
📚 Qualifications & Training
2000 - Bachelor of Arts (Communication Studies) - Bachelor Degree (AQF 7) - University of Newcastle
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - TASACL Commercial Law - Other - Kaplan Professional
🏢 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.