WAYNE EDWIN LEAR
Financial Adviser · St Leonards, NSW
📚 Qualifications & Training
2006 - SMSF Specialist Adviser - - SMSF Association
2006 - SMSF Specialist Advisor - - Self Managed Super Fund Association
2018 - Trust and Estate Practitioner - Professional Designations - Society of Trust and Estate Practitioner
2020 - Master of Financial Planning (Dean's Merit List) - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
SMSF Association
Society of Trust and Estate Practitioners (STEP)
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.