BERNADETTE SHIELS
Financial Adviser · Balwyn, VIC
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University
2015 - Diploma of Financial Planning - - Integrity Education Group
2015 - Margin Lending Adviser (Personal Advice) - - Mentor Education
2015 - Self Managed Superannuation Funds - - Mentor Education
2020 - Certified Financial Planner - Professional Designations - FPA
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.