BARRI-JON STEAR
Financial Adviser · Springfield Central, QLD
📚 Qualifications & Training
2010 - Certificate in Financial Planning - - Milpark Business School, Cape Town, South Africa
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Tax for Financial Advising - Other - Kaplan
2018 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Tax and Commercial Law for Financial Planning - Other - Kaplan
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.