MALCOLM REID
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Accredited Derivatives Adviser Level 2 Exam - - Australia Stock Exchange
2000 - Diploma of Financial Markets - - Securities Institute Education
2004 - Diploma of Financial Planning - - Financial Planning Association of Australia
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Services Institute of Australasia
Stockbrokers and Investment Advisers Association (SIAA)
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.