ALLAN WISE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Diploma of Financial Advising - - Securities Institute of Australia
2010 - Graduate Diploma of Financial Planning - - University of Sunshine Coast
2011 - Masters of Financial Planning - - University of Sunshine Coast
2014 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
🏢 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.