ANNETTE RYAN
Financial Adviser · Portland, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce - - Deakin University
1999 - Diploma of Financial Planning - - Financial Planning Association
2008 - SMSF Strategies - - Self Managed Super Fund Association
2010 - ASX Listed Products Accreditation Course - - LPAC Online
2011 - Margin Lending Accreditation Program - - Financial Essentials
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.