ANN LOUISE THOMPSON

Financial Adviser ยท Wagga Wagga, NSW

Registered

Registration Number

000307668

Registration Status

Registered

Location

Wagga Wagga, NSW 2650

Providing Advice Since

2006

Registration Date

22/08/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2013 - SMSF - Other - Kaplan
2014 - ASX Listed Products Accredited Course - Other - LPAC Online
2017 - Accredited Aged Care Professional - Other - Aged Care Seps
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.