ALISON WARNER

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001270515

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2018

Registration Date

11/06/2021

Financial Services Licensee

AFFINITY PRIVATE FINANCIAL SERVICES PTY LTD

Licence #000522707

📚 Qualifications & Training

1986 - Bachelor of Arts - - Deakin University
1991 - Graduate Diploma of Business - - Victoria University
2006 - Master of Business - - Victoria University
2016 - Diploma of Financial Planning - - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
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.