MALCOLM BRADLEY GREENTREE
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
2004 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Self Managed Superannuation Funds - Other - Kaplan Professional
2013 - Certified Financial Planner - - Financial Planning Association of Australia Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.