ALAN MCCREDIE
Financial Adviser · Narraweena, NSW
📚 Qualifications & Training
1989 - Diploma of Financial Planning - - IAFP & Deakin University
1992 - Certified Financial Planner - - FPA
1998 - Master of Commerce - Financial Planning - - University of Western Sydney
2004 - Chartered Financial Analyst - - CFA Institute
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.