ALISTAIR DAVID METTAM
Financial Adviser · St Leonards, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2014 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2014 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia (FAAA)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.