TRISTAN WILLIAM BOWMAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce/Bachelor of Laws - Bachelor Degree (AQF 7) - Deakin University
2015 - RG146 Gap Training Program for CFA Charterholders and Candidates - - Financial Education Professionals
2015 - Superannuation - - Kaplan Professional
2017 - Chartered Financial Analyst (CFA) - - CFA Institute
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.