ALISON STANBRIDGE
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
2010 - Certificate in Applied Tax - Certificate (AQF 1-4) - Taxation Institute of Australia
2011 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
2014 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2018 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.