STEPHEN WELSH
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1985 - Bachelor of Commerce - - University of Queensland
1987 - Chartered Accountant - Advanced Diploma (AQF 6) - FCA
2004 - Graduate Diploma in Financial Planning - - Securities Institute
🏢 Professional Memberships
CA - Chartered Accountants
Chartered Accountants Australia and New Zealand (CA ANZ)
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.