DELWEN RUTH DEAN

Financial Adviser · West End, QLD

Registered

Registration Number

000303424

Registration Status

Registered

Location

West End, QLD 4101

Providing Advice Since

2006

Registration Date

28/06/2019

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University
2021 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2022 - FPE016 Self Managed Super Funds - Other - Kaplan Higher Education Pty Limited

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.