PAUL DAVID CHALMERS
Financial Adviser · Torquay, VIC
📚 Qualifications & Training
2005 - Bachelor Business Financial Planning - Bachelor Degree (AQF 7) - RMIT
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association
2011 - Self-Managed Super Fund Specialist Advisor - Professional Designations - SMSF Professionals Association
2013 - Listed Product Accreditation - - LPAC
2020 - Ethics & Proessionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.