JOHN MOTTERAM
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
2006 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.