MURRAY WHELAN
Financial Adviser · Norwood, SA
📚 Qualifications & Training
2004 - Bachelor of Accounting - - Flinders University
2007 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning
2008 - ASX Responsible Executive Exam - - Kaplan Education
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education
2015 - Professional Certificate in Self-Managed Superannuation Funds - Other - Adelaide University
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.