ALIA MARIE ASHE

Financial Adviser · Shepparton, VIC

Registered

Registration Number

001263461

Registration Status

Registered

Location

Shepparton, VIC 3630

Providing Advice Since

2018

Registration Date

20/04/2018

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2016 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College
2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2023 - SMSF Regulations and Taxation - Professional Designations - Kaplan
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan

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.