WILLIAM BENJAMIN RAFFLE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney
1995 - Masters of Taxation - Masters Degree (AQF 9) - University of Sydney
2005 - Diploma in Financial Planning 1-8 - Diploma (AQF 5) - Financial Planning Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.