JOHN STEVEN REES
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
1998 - Chartered Accountant Program - Professional Designations - The Institute of Chartered Accountants of Australia
2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2009 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.