DENIS O'CALLAGHAN
Financial Adviser ยท Geelong, VIC
๐ Qualifications & Training
1988 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat College of Advanced Education
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board (TPB)
โน๏ธ 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.