ALISON PERROTT
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1989 - Bachelor of Business (Finance & Economics) - Bachelor Degree (AQF 7) - University of Technology Sydney
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2008 - ASX/ACH Responsible Executive - - ASX
2008 - Superannuation Accreditation - - RMIT University
2014 - Company Directors Course - - Graduate Australian Institute of Company Directors
š¢ Professional Memberships
Australian Institute of Company Directors
Financial Advice Association of Australia (FAAA)
Responsible Investment Association Australasia (RIAA)
Stockbrokers and Investment Advisers Association (SIAA)
ā¹ļø 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.