TRENT SANFEAD
Financial Adviser Β· Stirling, WA
π Qualifications & Training
2003 - Foundation DFP - - Financial Planning Association of Australia
2004 - Certificate 111 in Mortgage Lending - - AAMC Training Group
2004 - Diploma of Financial Planning - - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
βΉοΈ 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.