ALISA MICHELLE BURNS
Financial Adviser · Wayville, SA
📚 Qualifications & Training
2006 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of South Australia
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA)
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.