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Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University of Technology
2008 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group
2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited
2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
ā¹ļø 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.