LYLE CLIFFORD
Financial Adviser · Woolloongabba, QLD
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Diploma of Finance & Mortgage Broking - Diploma (AQF 5) - Intellitrain
2016 - Margin Lending - Other - AAMC Group
2016 - Self-Managed Super Funds - Other - Kaplan Professional
2020 - ASX Listed Products Accreditation Course - Other - LPAC Online
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage & Finance Association of Australia (MFAA)
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.