RANDALL MARCH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Management (Marketing) - Bachelor Degree (AQF 7) - University of South Australia
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2002 - CFP Certification - Professional Designations - Financial Advice Association of Australia Limited
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2022 - Family Business Australia Accredited Advisor - Other - Family Business Australia
🏢 Professional Memberships
Family Business Association (FBA)
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.