ROSS POTTER
Financial Adviser · Coolangatta, QLD
📚 Qualifications & Training
2003 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of Aberdeen
2004 - Master of Arts - Masters Degree (AQF 9) - University of Aberdeen
2013 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
2014 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.