TONY BINGHAM

Financial Adviser ยท Alexandria, NSW

Registered

Registration Number

000319784

Registration Status

Registered

Location

Alexandria, NSW 2015

Providing Advice Since

2007

Registration Date

09/09/2018

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

2007 - Diploma Financial Services (Financial Planning) FNB50804 - Diploma (AQF 5) - MLC ThreeSixty
2008 - Advanced Diploma Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.