ALISON KOLB
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2011 - RG 146 Securities and Managed Investment - - Stockbrokers Association of Australia
2012 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Australia
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Accredited Derivatives Adviser Level 2 - Certificate (AQF 1-4) - Kaplan
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.