ALLAN MCFARLAND
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1999 - Business Law - Other - Queensland University of Technology
1999 - Diploma in Financial Markets - Diploma (AQF 5) - Securities Institute
2005 - Bachelor of Business (Banking and Finance, Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Tax for Financial Advising - Other - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.