IAN DOUGLAS HELMORE
Financial Adviser · Kent Town, SA
📚 Qualifications & Training
2004 - Diploma of Financial Planning DFP1-8 - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Ltd
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Ltd
2009 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2010 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.