JULIAN RAYMOND MCBEAN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2011 - Diploma Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.