WILLIAM STUART BALE
Financial Adviser ยท Bellerive, TAS
๐ Qualifications & Training
1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
1996 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
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.