DUNCAN ROBERT ESSERY
Financial Adviser · Kew, VIC
📚 Qualifications & Training
1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technoloy
2002 - Certified Practising Accountant (CPA) Program - Professional Designations - Certified Public Accountants of Australia Pty
2003 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2005 - CFP Certification - Professional Designations - Financial Planning Association of Australia Limited
2015 - Certificate IV Certificate IV in Credit Management - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.