GRANT MCCARTHY
Financial Adviser · Warrnambool, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2011 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2011 - Margin Lending - Other - MLC Limited
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - FPC005 Estate and Succession Planning - Other - Kaplan Higher Education Pty Limited
2021 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education Pty Limited
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.