ALISON FOENANDER

Financial Adviser ยท Melbourne, NSW

Registered

Registration Number

000423975

Registration Status

Registered

Location

Melbourne, NSW 3000

Providing Advice Since

1995

Registration Date

29/06/2012

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

1985 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT University
2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - Master of Laws (Legal Practice, Skills and Ethics) - Masters Degree (AQF 9) - Monash University
2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Services Institute of Australasia (FINSIA)
Taxation Institute of Australia

โ„น๏ธ 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.