RANKMORE KEVIN LLOYD
Financial Adviser · Dubbo, NSW
📚 Qualifications & Training
1979 - bACHELOR OF BUSINESS - Bachelor Degree (AQF 7) - CHARLES STUART UNIVERSITY
1981 - CHARTERED ACCOUNTANT - Graduate Diploma (AQF 8) - IINSTITUTE OF CHARTEREDACCOUNTANTS
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2016 - Self Managed Superannuation Fund Adviser (Personal Advice ) Training Package - Other - Mentor Education
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.