ANDREW LIPPIATT
Financial Adviser ยท Burswood, WA
๐ Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - - Integratec
2011 - Margin Lending and Geared Investments - - Kaplan
2015 - Self Managed Superannuation Funds - Other - International Institute of Technology
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.