DANE WILLIAM PEVY
Financial Adviser · Lutwyche, QLD
📚 Qualifications & Training
2009 - Banking and Finance - Financial Planning - Bachelor Degree (AQF 7) - Griffith University
2014 - Self Managed Super Funds - Certificate (AQF 1-4) - Mentor Education
2016 - Adv Dip of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2023 - Aged Care Advice - Other - Kaplan
🏢 Professional Memberships
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.