REGAN FRANK WELBURN
Financial Adviser · Narre Warren, VIC
📚 Qualifications & Training
2007 - Bachelor of Exercise Science - Bachelor Degree (AQF 7) - Australian Catholic University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2024 - Accredited Behavioral Finance Professional (ABFP) - Professional Designations - Kaplan Professional
2024 - Chartered Retirement Planning Counselor (CRPC) - Professional Designations - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.