ALISTAIR SCOTT CARMICHAEL

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001004571

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1998

Registration Date

01/04/2019

Financial Services Licensee

ESCALA WEALTH MANAGEMENT PTY LTD

Licence #000456207

📚 Qualifications & Training

2004 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia (SIA)
2009 - Accredited Derivatives Adviser Level 1 - Certificate (AQF 1-4) - Kaplan Professional
2011 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deakin Prime & Stockbrokers Association of Australia
2011 - Professional Diploma in Stockbroking - Professional Designations - Stockbrokers and Financial Advisers Association (SAFAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

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.