KEIRAN THOMAS MCPHEE
Financial Adviser · Port Adelaide, SA
📚 Qualifications & Training
2002 - Bachelor Economics - Bachelor Degree (AQF 7) - University of Adelaide
2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2012 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.