ANNALISE CURRAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2005 - Certified Practicing Accountant - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle
2025 - FPC001B - Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC006 - Taxation for Financial Planning - Other - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.