RODNEY HAMILTON TATE
Financial Adviser · Nunawading, VIC
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - ListedASX Listed Product Accreditation Course - Other - LPAC Online Pty Ltd
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.