EDWARD MARSHALL PATERSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2003 - Foundation DFP (Diploma of Financial Planning) - Diploma (AQF 5) - FPA
2018 - Accredited Listed Product Adviser Program - Other - Kaplan
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.