CLAIRE FRANCES MCGREGOR
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Margin Lending Accreditation - - Kaplan Professional
2016 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia (FAAA)
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.