BERNADETTE ANNE WEST
Financial Adviser · Temora, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce - - Australian National University
2007 - Advanced Diploma of Financial Services(FNS60404) - - Mentor
2011 - Diploma of Financial Planning(FNS50804) - - CPA Australia
2013 - Self Managed Superannuation Funds - - Kaplan
🏢 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.