PETER JOHN WHELAN
Financial Adviser · Southbank, VIC
📚 Qualifications & Training
2015 - Diploma of Financial Planning - - Kaplan Professional
2015 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2015 - Securities and Managed Investments - - Kaplan Professional
2015 - Securities and Managed Investments - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Economic and Legal Context Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.