CLARE SHEWAN
Financial Adviser · Brighton, VIC
📚 Qualifications & Training
2013 - Advanced Self Managed Super Funds Program - - Kaplan Professional Education
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2018 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.