IAN ROBERT HOGARTH
Financial Adviser · Ballina, NSW
📚 Qualifications & Training
1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
1995 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education (Finsia Education)
1997 - Certified Practising Accountant - Professional Designations - CPA Australia
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2006 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
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.