ALLAN BRINDLEY
Financial Adviser · Mudgee, NSW
📚 Qualifications & Training
1987 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney
1990 - Chartered Accountant - Professional Designations - CA ANZ
2011 - Self Managed Superannuation Funds - Other - Kaplan
2017 - Accredited Listed Product Adviser Program - Other - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Institute of Chartered Accountants
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.