IAN GARVEY
Financial Adviser · Collingwood, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology
2010 - Master of Wealth Management - Masters Degree (AQF 9) - Deakin University
2015 - Self Managed Superannuation Funds - Other - Pinnacle Financial Services Academy Pty Ltd
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
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.