ANTHONY JAMES PEARS

Financial Adviser ยท Parramatta, NSW

Registered

Registration Number

000249727

Registration Status

Registered

Location

Parramatta, NSW 2150

Providing Advice Since

2004

Registration Date

19/11/2018

Financial Services Licensee

OREANA FINANCIAL SERVICES PTY LTD

Licence #000482234

๐Ÿ“š Qualifications & Training

1997 - Bachelor Degree - Business - - Charles Sturt University
2006 - Diploma - Financial Planning - - Deakin University via FPA
2016 - Certified Financial PLanner - - Financial Planning Association
2016 - RG146 Margin Lending - - GWM Adviser Services
2017 - SMSF Specialist - Professional Designations - SMSF Association

๐Ÿข Professional Memberships

Certified Financial Planner
Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏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.