JOHN LAIRD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1970 - Bachelor of Commerce - - University of Queensland
1970 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
1998 - FCPA - - Certified Practising Accountant Australia
1998 - Fellow of CPA - Professional Designations - Certified Practising Accountant Australia
2000 - Certified Financial Planner - - Financial Planning Association of Australia
2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2021 - MAI769 Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin University
2024 - Tax for Financial Advising - Other - Kaplan Professional Education
🏢 Professional Memberships
CPA Australia (CPA)
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.