ROY SHAUN FRIEND
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
2008 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
2011 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional
2016 - Tier 1 Margin Lending - Other - Kaplan Professional
2025 - Ethics and Professionalism in Fiancial Advice - Bridging Course - Ethics - Kaplan
2025 - Superannuation and Retirement Advice - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.