GARY SPENCER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1992 - Bachelor of Commerce - - Murdoch University
2001 - Graduate Diploma of Applied Finance and Investment - - Securities Institute
2011 - Margin Lending - - Financial Essentials
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.