DUNCAN LOGIE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2012 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.