KENNETH ALBERT MCCARTNEY
Financial Adviser · Geraldton, WA
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting & Taxation) - Bachelor Degree (AQF 7) - Curtin University
2016 - Diploma of Finance & Mortgage Broking (Dip FMBM) - - AAMC
2018 - CPA - Professional Designations - CPA Australia
2018 - DFP1 FInancial PLanning Fundamentals - - Kaplan professional
2020 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan Professional
2020 - Superannuation and Retirement advice - Bridging Course - Regulation & Legal Obligations - 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.