WAYNE CLARK
Financial Adviser ยท Castle Hill, NSW
๐ Qualifications & Training
1992 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - TAFE NSW
2002 - Bachelor of Financial Administration (Accounting) - Bachelor Degree (AQF 7) - University of New England
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
๐ข Professional Memberships
Institute of Public Accountants (IPA)
The Tax Institute
โน๏ธ 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.