ROLAND PATERSON-CLARK
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia
1996 - Graduate Diploma of Applied Finance and Investment - Graduate Certificate (AQF 8) - FINSIA
1999 - Certified Financial Planner - Advanced Diploma (AQF 6) - Deakin/FPA
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin/FPA
1999 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australia
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.