ALAN BIRCHARD
Financial Adviser · Nuriootpa, SA
📚 Qualifications & Training
2005 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2010 - Self Managed Superannuation Funds - Other - Kaplan Professional
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.