ANNA PURCELL
Financial Adviser · Templestowe Lower, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Ltd
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2017 - DFP5v3 Tax for Financial Advising - - Kaplan
2018 - TASACLv1 Commerical Law - - Kaplan
2021 - Ethics and Professionalism in FInancial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
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.