JOHN WHELAN
Financial Adviser · Herston, QLD
📚 Qualifications & Training
1981 - Bachelor of Business Studies - - Massey University NZ
1995 - Diploma of Business Studies (Personal Financial Planning) - - Massey University NZ
2002 - PS 146 Securities,Futures & Managed Investments - - Deakin University
2002 - PS 146 Superannuation - - Securities Institute
2010 - Professional Diploma in Stockbroking - - Deakin Prime
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.