JULIAN CLIVE ALISTAIR MCLAREN
Financial Adviser · Wagga Wagga, NSW
📚 Qualifications & Training
1999 - Bachelor ofBusiness (Banking) - Bachelor Degree (AQF 7) - Charles Sturt University
2001 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2010 - RG146 Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy
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.