ALEXANDER BARRATT SEDGFIELD
Financial Adviser ยท Sandringham, VIC
๐ Qualifications & Training
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2019 - FASEA Ethics Financial Advisers Exam - Other - FASEA
2024 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan
2024 - Chartered Retirement Planning Councillor - Professional Designations - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - SMSF Regulations and Taxation - Professional Designations - Kaplan
โน๏ธ 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.