SAM ROBSON
Financial Adviser Ā· Noosa Heads, QLD
š Qualifications & Training
2002 - SDIA Accreditation Program Assessment - Securities, Futures Markets and Managed investments - - Futures Markets & Managed Investments
2009 - Accredited Derivatives Adviser Level 2 ASX - - Kaplan
2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
ā¹ļø 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.