ALLAN HAROLD MEATES
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
1990 - Diploma of Financial Planning - Diploma (AQF 5) - International Association for Financial Planning (Australia)
1991 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2011 - Margin Lending & Geared Investments - Other - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.