JOHN MILROY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute of Australia
2002 - SDIA Accreditation: Securities, Futures, Managed Investments - - Deakin University
2009 - Accredited Derivatives Adviser: Level 1 - - ASX
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2014 - Accredited Derivatives Adviser Level 2 - - Kaplan Professional Education
2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
2022 - FPC028 Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.