ZACHARY DODDS
Financial Adviser · Newtown, VIC
📚 Qualifications & Training
2017 - Bachelor of Commerce- Finance & Financial Planning - Bachelor Degree (AQF 7) - Deakin University
2019 - Accredited Aged Care Specialist - Other - Aged Care Steps
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Certified Financial Planner (1-5) - Professional Designations - Financial Planning Association of Australia
2021 - FPA Aged Care Specialist - Other - Financial Planning Association
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 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.