CLARE EILEEN DUNBAR
Financial Adviser ยท Kiama, NSW
๐ Qualifications & Training
2008 - Certificate in Rural Estate Planning (Business Succession) - Certificate (AQF 1-4) - International Centre for Financial Services
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2016 - Graduate Certificate in Finance - Graduate Certificate (AQF 8) - Charles Sturt University
2018 - Tax for Financial Advising Course (DFP5v4) - Other - Kaplan Professional
2021 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University
โน๏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.