ROBERT SHEARS
Financial Adviser Β· Brisbane, QLD
π Qualifications & Training
2007 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
2008 - Graduate Certificate in Applied Finance and Investments - - FINSIA
2010 - Margin Lending Accreditation Program - - SDIA
2011 - Professional Diploma in Stockbroking - - SDIA
2011 - Superannuation Accreditation Program - - SDIA
βΉοΈ 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.