JOHN CLAESSEN
Financial Adviser · East Perth, WA
📚 Qualifications & Training
1997 - Graduate Diploma in Applied Finance and Investment - - Securities institute Education
1998 - Graduate Diploma in Business - - Curtin University of Technology
2010 - Margin Lending and Geared Investments - - Kaplan
2016 - Self Managed Superannuation Funds - - Kaplan
2021 - FASEA Exam - Other - FASEA
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.