KAEL DANIEL SCOTT PLUMMER
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2014 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Victoria University
2016 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Margin Lending Specialist - Other - Kaplan Professional Education
🏢 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.