YANNI MAVRIKIS
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2018 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2020 - Ethics and Professionalism in Finanical Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - CFP Certification Program - Professional Designations - Financial Advice Association Australia
2025 - SMSF Specialist Advisor Accreditation - Professional Designations - SMSF Association
2026 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 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.