DOUGLAS PAUL TARRANT

Financial Adviser ยท Wollongong, NSW

Registered

Registration Number

000336317

Registration Status

Registered

Location

Wollongong, NSW 2500

Providing Advice Since

1994

Registration Date

01/01/2005

Financial Services Licensee

LEVEL ONE FINANCIAL ADVISERS PTY LIMITED

Licence #000280061

๐Ÿ“š Qualifications & Training

1998 - Diploma of Financial Services (Financial Planning) - - Financial Planning Association
1999 - Certified Financial Planner - - Financial Planning Association
2005 - SMSF Specialist Adviser - - Self Managed Super Fund Association
2013 - Accredited Estate Planning Specialist - - Financial Planning Association
2014 - Certificate IV in Financial and Mortgage Broking - - Kaplan Professional

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏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.