WESLEY JAMES MCRAE
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
2017 - Diploma of Financial Planning - - Kaplan Professional
2017 - Tier 1 Managed Investments - - Kaplan Professional
2017 - Tier 1 Securities - Personal Advice - - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - - Kaplan Professional
2019 - Self Managed Superannuation Funds - - Kaplan Professional
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.