JOHN PATRICK CLARKE

Financial Adviser Ā· Maroochydore, QLD

Registered

Registration Number

000244739

Registration Status

Registered

Location

Maroochydore, QLD 4558

Providing Advice Since

1997

Registration Date

06/09/2023

Financial Services Licensee

ADVICE ASSIST AUSTRALIA PTY LTD

Licence #000496692

šŸ“š Qualifications & Training

1991 - Bachelor of Business - Accounting - - The University of Southern Queensland
2003 - Managed Investments - - CPA Australia
2007 - Insurance (DFS 2) - - Mentor Education
2009 - Self Managed Superannuation - - CPA Australia
2010 - Margin Lending and Geared Investments - - Kaplan

šŸ¢ Professional Memberships

CPA Australia (CPA)
National Tax and Accountants Association (NTAA)
Taxation Institute of Australia (TIA)

ā„¹ļø 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.