GERARD LILLIS
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
1982 - Bachelor of Business Accountancy - Bachelor Degree (AQF 7) - Queensland Institute of Technology
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association
2020 - Ethics and Professionalism in Finanical Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.