WISAM SARAYELDIN
Financial Adviser · Barangaroo, NSW
📚 Qualifications & Training
2013 - Bachelor of Business and Commerce (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2014 - Diploma Of Financial Planning - - Kaplan Professional Education
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Self Managed Superannuation Funds - - Kaplan Professional Education
2017 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional Education
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.