ALAN TE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce (Hons) - Bachelor Honours Degree (AQF 8) - Monash University
2007 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2009 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2016 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2020 - FPC007B Client Engagement Skills. - Bridging Course - Behavioural Finance - Kaplan Higher Education
2021 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.