ADELE JOY WARDLEY
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2008 - Graduate Diploma (ICAA) - Professional Designations - Chartered Accountant Australia & New Zealand (CA ANZ)
2013 - SMSF Specialisation Course - Other - UNSW Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education
2025 - RG146 Margin Lending - Other - Financial Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.