Derek Seare

Financial Adviser

ASIC adviser number:

000313393

Qualifications and training:

2007, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional
2010, CFP, , Deakin University
2018, Accredited Aged Care Professional, , Aged Care Steps Pty Ltd
2019, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2021, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Professional

When adviser first provided advice:

2007

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

102A Charlesworth St
Ballarat VIC 3350

AFS licence holder name:

Ri Advice Group Pty Ltd

AFS licence number:

000238429

Licence controlled by:

Rhombus Advisory Pty Ltd ~ Insignia Financial Ltd [Date Ceased: 19/07/2024] ~ Australia And New Zealand Banking Group Limited [Date Ceased: 05/10/2018]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».