CONRAD GREER
Financial Adviser · Williamstown, VIC
📚 Qualifications & Training
2003 - Diploma - financial advising - - securities institute
2006 - Advanced Diploma - Financial Planning - - tribeca
2006 - Diploma - financial services - - tribeca
2018 - Accredited Listed Product Adviser Program - - Kaplan Professional
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
🏢 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.