DEAN SHORT
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - - FTSA
2011 - Margin Lending - - Financial Education Professionals Pty Ltd
2013 - Sefl Managed Superannuation Funds Knowledge - - Pinnacle Financial Services Academy
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Economic & Legal context for financial Planning FPC001B - Other - Kaplan professional
2024 - Taxation for Financial Planning FPC006 - Other - Kaplan Professional
2025 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ā¹ļø 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.