ANDREW BARRETT
Financial Adviser ยท Hazelwood Park, SA
๐ Qualifications & Training
2018 - Diploma of Financial Planning - - Kaplan Professional
2021 - Bachelor of Business (Economics, Finance and Trade) - Bachelor Degree (AQF 7) - University of South Australia
2022 - FPC004 Insurance Advice - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2024 - Aged Care - Other - Kaplan Professional
2024 - FPC001B Economic and Legal Context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC003 Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2026 - FPC006 Taxation for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
โน๏ธ 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.