ADRIAN MCPHEE
Financial Adviser · Grange, QLD
📚 Qualifications & Training
2012 - Bachelor of Commerce with a Major in Accounting - Bachelor Degree (AQF 7) - The University of Queensland
2012 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Queensland
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2015 - SMSF (Personal advice) - - Kaplan Education Pty Ltd
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.