ALAN MCGREGOR MADDICK
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2008 - Graduate Diploma in Applied Finance and Investment - - Finsia
2009 - Diploma of Financial Services (FP) - - Kaplan
2013 - Diploma in Financial Markets - - Finsia
2014 - Self Managed Super Fund Course - - Kaplan
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 Professional Memberships
Institute of Public Accountants (IPA)
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.