ALLAN PASCOE
Financial Adviser · Hyde Park, QLD
📚 Qualifications & Training
2014 - Diploma of Financial Planning - - Monarch Institute
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Bachelor of Business (Accounting/ Financial Management) - Bachelor Degree (AQF 7) - James Cook University
2023 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 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.