GRANT PHILIP TREEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Information Systems) - Bachelor Degree (AQF 7) - Edith Cowan University
2005 - Graduate Certificate in Applied Finance and Investment - Graduate Certificate (AQF 8) - Securities Institute
2007 - Diploma of Financial Services - Diploma (AQF 5) - ThreeSixty
2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Higher Education
2012 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2023 - FPC008 - Investment Advice - Other - Kaplan Higher Education
2023 - FPE016 - Self Managed Superannuation Funds - Other - Kaplan Higher Education
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
🏢 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.