ALICIA FERLA
Financial Adviser · South Wharf, VIC
📚 Qualifications & Training
2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
2008 - Certified Practising Accountant Accreditation - - CPA Australia
2010 - Personal Financial Planning & Superannuation - - CPA Australia
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Auditor Registration (ASIC)
Tax Practitioners Board (TPB)
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.