ANNASTASIA WELLS
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2014 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Griffith University
2020 - Chartered Financial Analyst - Professional Designations - CFA Institute
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2021 - Certified Financial Planner - Professional Designations - FPA
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
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.