ALAN JOSEPH SHER
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2001 - Diploma of Financial Planning - - Financial Planning Association of Australia Ltd
2005 - Masters of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
2017 - Certified Financial Planner - Certificate (AQF 1-4) - Financial Planning Association of Australia Ltd
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practioners Board
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.