GEORGE COLLIE
Financial Adviser · Dickson, ACT
📚 Qualifications & Training
2013 - DMPL Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
2014 - Certified Financial Planner - - Financial Planning Association
2014 - Diploma of Financial Planning - - Pinnacle
2015 - Master of Applied Finance (FinPlan) - Masters Degree (AQF 9) - Charles Sturt University
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Certified Financial Planner
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.