DEAN ANTHONY GREACEN
Financial Adviser · Albury, NSW
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - CSU
2009 - SAFAA Professional Diploma in Stockbroking - Professional Designations - SAFAA
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
Boutique Financial Planning Principals Association Inc.
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.