ALISTAIR MCDILL

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001005318

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2012

Registration Date

29/10/2009

Financial Services Licensee

JBWERE LTD

Licence #000341162

πŸ“š Qualifications & Training

2008 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Melbourne
2017 - Chartered Financial Analyst (CFA) - Professional Designations - CFA Institute
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2023 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited

🏒 Professional Memberships

Chartered Financial Analyst Institute (CFA Institute)

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.