MILES GEOFFREY GRANGER MCLENNAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2019 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2019 - Core 1 - Securities and Managed Investments Accreditation - Other - Stockbrokers and Financial Advisers Association Limited
2019 - Margin Lending Accreditation - Other - Stockbrokers and Financial Advisers Association Limited
2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Technology Sydney
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.