Financial Adviser · HEIDELBERG, VIC

Edward Agius

15 Years experience
ASIC Registered · ADV 001004161

Edward Agius is a financial adviser based in Heidelberg, Victoria, with 15 years of experience in the financial services industry. Edward is currently authorised under Paul Melling & Associates Pty. Limited. Edward holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Edward is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2024 - Present Current
Dec 2021 - Feb 2024 Ceased
Not authorised to provide advice in SMSFs.
Mar 2012 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register