SEAN MORAN
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
1997 - Bachelor of Commerce - - The University of Southern Queensland
2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2015 - Diploma of Financial Planning - - Kaplan Professional
2015 - Securities & Managed Investments - - Kaplan Professional
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.