CALVIN MCLEOD
Financial Adviser · Dandenong South, VIC
📚 Qualifications & Training
2011 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monsash University
2015 - CPA - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - - Integrity Education
2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2019 - FPC002B Ethics and Porfessionalism in Financial Advice - Bridging Course - Ethics - KAPLAN PROFESSIONAL
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
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.