Financial Adviser
· BALLARAT, VIC
Derek John Seare
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313393
Derek John Seare is a financial adviser based in Ballarat, Victoria, with 19 years of experience in the financial services industry. Derek is currently authorised under Ri Advice Group Pty Ltd. Derek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from Deakin University. Derek is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
CFP
Deakin University
2018
Accredited Aged Care Professional
Aged Care Steps Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional