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Financial Adviser ยท Crows Nest, NSW

Registered

Registration Number

001272026

Registration Status

Registered

Location

Crows Nest, NSW 2065

Providing Advice Since

2018

Registration Date

18/12/2018

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2011 - Master of Commerce (Finance) - Masters Degree (AQF 9) - Macquarie University
2015 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2018 - Self-Managed Superannuation Funds - Other - Financial Education Professionals
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.