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Financial Adviser · Sydney, NSW

Not Registered

Registration Number

001270907

Registration Status

Not Registered

Location

Sydney, NSW 2000

Providing Advice Since

2018

Registration Date

11/12/2018

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

2003 - Bachelor of Applied Finance with Bachelor of Commerce (Actuarial Studies) - - Macquarie University
2004 - Diploma of Financial Planning - - FPA
2006 - Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FINSIA

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.