MARK RICHARD POTTER
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1994 - Bachelor of Economics (Accounting) - - Flinders Univeristy
1997 - Applied Finance and Investment - Graduate Diploma (AQF 8) - SIA
1999 - Derivatives ADA 1 - - ASX
2000 - Derviatives ADA 2 - - ASX
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
ā¹ļø 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.