CLAYTON DOMINIC D'CRUZ
Financial Adviser · Slacks Creek, QLD
📚 Qualifications & Training
2001 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2005 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2012 - Margin Lending & Geared Investments - - Kaplan Professional Education
2017 - Self Managed Superannuation Funds - - Kaplan Professional Education
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.