DEAN LOOSMORE
Financial Adviser · Boyne Island, QLD
📚 Qualifications & Training
2004 - Bachelor of Business - - Christian Heritage College
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan (formerly FINSIA)
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CAANZ - FP specialist
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
Financial Planning Association (FPA) - Certified Financial Planner
Institute of Public Accountants (IPA)
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.