DUNCAN MITCHELL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Science - Bachelor Degree (AQF 7) - Murdoch University
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - Economic and Legal Context for FInancial Planners - Other - Kaplan
2025 - Taxation for Financial Planning - Other - Kaplan
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.