LAURENCE IAN PENNELL
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
1975 - Bachelor of Commerce - - University of Melbourne
1994 - Diploma of Financial Planning - - RMIT / Financial Planning Association
2005 - Self Managed Superannuation Funds - - Tribeca (now Kaplan)
2010 - Margin Lending & Geared Investments - - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.