IAN MALLINSON
Financial Adviser · Caulfield, VIC
📚 Qualifications & Training
2006 - Diploma of Business - Diploma (AQF 5) - TAFEWA Central
2010 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2012 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2017 - Postgraduate Diploma in Commerce (Economics and Finance) - Graduate Diploma (AQF 8) - Curtin University
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.