ALAN LAKE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
1999 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2010 - SMSF Specialist Advisor (SSA) - - SMSF Association
2019 - ACS Accredited Aged Care Professional - - Aged Care Steps
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SSA SMSF Specialist Accreditation (SPAA)
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.