BRENDAN ROSS BATE
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2005 - Bachelor of Accounting Science - Bachelor Degree (AQF 7) - University of South Africa
2006 - Honours Bachelor of Accounting Science - Bachelor Honours Degree (AQF 8) - University of South Africa
2010 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
2019 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
š¢ Professional Memberships
CA Financial Planning Specialist with Chartered Accountants Australia and New Zealand (CA ANZ)
ā¹ļø 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.