ALICE JANE EDWARDS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1985 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Melbourne
1989 - Graduate Diploma - Graduate Diploma (AQF 8) - Securities Institute
2004 - Certified Financial Analyst - Graduate Diploma (AQF 8) - CFA Institute (AIMR)
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2024 - Investment Advice - Other - Kaplan
2024 - Superannuation and Retirement Advice - Other - Kaplan
2025 - Estate and Succession Planning - Other - 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.