ANNE CLARE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1994 - Bachelor of International Business Relations - Bachelor Degree (AQF 7) - Griffith University
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Assoication of Australia
2001 - Certified Financial Planner - Professional Designations - Financial Planning Assoiciation of Australia
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2015 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 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.