BELINDA MORGAN
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1999 - Bachelor of Commerce (Accounting & Business Law) - - Curtin University of Technology
2015 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
ā¹ļø 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.