IAN FINNEY
Financial Adviser · Carrum Downs, VIC
📚 Qualifications & Training
1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Caulfield Institute of Technology
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2016 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
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.