AMANDA LOUISE GRAHAM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - ADA1 - - Tribeca
2003 - Bachelor of Business - - University of Technology Sydney
2003 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2004 - ADA2 - - Tribeca
2005 - ASIC PS146 Compliance (Securities and Managed Investments) - - Securities and Derivatives Industry Association
2005 - Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - Tribeca
2010 - Margin Lending - - Stockbrokers Association of Australia
2010 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deakin Prime
2010 - Stockbroking Association of Australia Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin Prime
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
Stockbrokers and Investment Advisers Association (SIAA)
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.