ADRIAN PHELAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Course in Property (Agents Representative) - - RMIT
2009 - Bachelor of Finance - - La Trobe University
2009 - Bachelor of Finance - - Latrobe University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.