JOHN CLAYTON ROBERTSON
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
1983 - Bachelor of Business (Accounting) - - Curtain University (WA)
2002 - Diploma of Financial Planning - - Financial Planning Association
2011 - Margin Lending and Geared Investments - - Kaplan
2012 - Self Managed Superannuation Funds - - Kaplan
2014 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online Pty Ltd
🏢 Professional Memberships
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.