ALISHA KAY CARROLL
Financial Adviser · Atherton, QLD
📚 Qualifications & Training
2021 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
2025 - Accredited Aged Care Professional Program - Professional Designations - Aged Care Steps
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2026 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
SMSF Association
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.