VADIM VALEV
Financial Adviser · Cleveland, QLD
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2006 - Taxation Planning - Certificate (AQF 1-4) - Tribeca
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2013 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - Cavendish/ICFS (Adelaide Uni)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.