ZACHARY JAMES MCARTHUR
Financial Adviser Ā· Launceston, TAS
š Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Tasmania
1997 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
1997 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2003 - Certified Financial Planner (CFPĀ®) - - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2018 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
š¢ Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.