MALCOLM CAMERON URQUHART
Financial Adviser · Griffith, NSW
📚 Qualifications & Training
1998 - Graduate Diploma in Business - Graduate Diploma (AQF 8) - Curtin University of Techonology
2002 - Diploma in Financial Planning - - Financial Planning Association
2004 - Certified Financial Planner - - Financial Planning Association
2005 - Securitor SMSF Adviser Education Program - - Financial Essentials
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.