ANTHONY DANIEL SINCLAIR
Financial Adviser · Ivanhoe, VIC
📚 Qualifications & Training
2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2004 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association - SMSF Specialist Advisor (SSA)
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.