WILLIAM PANAGIS
Financial Adviser · Eveleigh, NSW
📚 Qualifications & Training
2004 - Economics (Banking and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Applied Finance - Graduate Diploma (AQF 8) - Kaplan
2014 - Financial Services - Advanced Diploma (AQF 6) - Kaplan
2016 - Certified Financial Planner (CFP) - Professional Designations - FPA
2020 - 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.