OLIVER LADD
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
1997 - Bachelor of Applied Science (Podiatry) - Bachelor Degree (AQF 7) - University of South Australia
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Certified Financial Planner Certification - Other - Financial Planning Association of Australia
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.