GERARD ANTHONY SHERLOCK
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
2002 - Certificate IV in Financial Planning - - Integratec
2002 - Investment Planning 1 - - Integratec
2003 - Taxation Planning - - Integratec
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Banking and Finance Oath
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.